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 | $16,780 |
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 | $49,256 | $56,638-13.0% | $169,368-70.9% | $74,419-33.8% |
| Participation rate | 35.3% | 67.5%-32.2pp | 77.1%-41.8pp | 70.7%-35.4pp |
| Annual return | 18.99% | 24.75%-5.8pp | 405.60%-386.6pp | 34.38%-15.4pp |
| Employer contribution / active EE | $892 | $2,027-56.0% | $4,013-77.8% | $2,637-66.2% |
| Participant deferral / active EE | $1,694 | $4,223-59.9% | $6,221-72.8% | $4,528-62.6% |
| Admin fee / account holder | $35 | $307-88.6% | $9,003-99.6% | $348-90.0% |