See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,083 | $91,407-28.8% | $135,903-52.1% | $71,457-8.9% |
| Participation rate | 67.7% | 75.7%-8.0pp | 81.9%-14.2pp | 67.9%-0.3pp |
| Annual return | 24.30% | 29.90%-5.6pp | 68.23%-43.9pp | 28.85%-4.5pp |
| Employer contribution / active EE | $2,780 | $3,703-24.9% | $4,856-42.8% | $2,588+7.4% |
| Participant deferral / active EE | $10,299 | $7,092+45.2% | $7,758+32.8% | $4,289+140.1% |
| Admin fee / account holder | $14 | $1,266-98.9% | $10,762-99.9% | $1,587-99.1% |