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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,670 |
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 | $70,909 | $55,415+28.0% | $155,509-54.4% | $74,495-4.8% |
| Participation rate | 55.8% | 61.9%-6.1pp | 78.2%-22.4pp | 67.2%-11.4pp |
| Annual return | 16.13% | 268.50%-252.4pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,177 | $2,267-4.0% | $4,672-53.4% | $2,623-17.0% |
| Participant deferral / active EE | $3,546 | $2,836+25.0% | $5,626-37.0% | $4,346-18.4% |
| Admin fee / account holder | $77 | $1,738-95.6% | $15,912-99.5% | $1,942-96.0% |