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 | $12,936 |
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 | $50,457 | $50,4580% | $159,960-68.5% | $64,808-22.1% |
| Participation rate | 39.4% | 68.0%-28.6pp | 78.0%-38.6pp | 71.5%-32.1pp |
| Annual return | -0.25% | -13.42%+13.2pp | 408.60%-408.9pp | 32.82%-33.1pp |
| Employer contribution / active EE | $1,002 | $1,722-41.8% | $4,226-76.3% | $2,506-60.0% |
| Participant deferral / active EE | $1,908 | $4,004-52.3% | $6,182-69.1% | $4,310-55.7% |
| Admin fee / account holder | $33 | $706-95.3% | $8,698-99.6% | $188-82.3% |