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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,371 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,458 | $61,272+0.3% | $149,673-58.9% | $71,457-14.0% |
| Participation rate | 60.1% | 62.5%-2.4pp | 78.8%-18.7pp | 67.9%-7.8pp |
| Annual return | 21.78% | 35.85%-14.1pp | 134.42%-112.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,814 | $2,378+18.3% | $4,818-41.6% | $2,588+8.7% |
| Participant deferral / active EE | $4,077 | $2,917+39.8% | $5,680-28.2% | $4,289-4.9% |
| Admin fee / account holder | $75 | $1,261-94.0% | $13,210-99.4% | $1,587-95.3% |