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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,290 |
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 | $69,743 | $101,317-31.2% | $146,958-52.5% | $74,495-6.4% |
| Participation rate | 69.7% | 75.5%-5.8pp | 82.2%-12.4pp | 67.2%+2.5pp |
| Annual return | 17.12% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,247 | $3,810-14.8% | $4,933-34.2% | $2,623+23.8% |
| Participant deferral / active EE | $10,269 | $7,303+40.6% | $8,070+27.2% | $4,346+136.3% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |