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 | $36,081 |
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 | $58,768 | $58,644+0.2% | $177,989-67.0% | $199,593-70.6% |
| Participation rate | 33.6% | 65.5%-31.8pp | 77.1%-43.5pp | 72.0%-38.3pp |
| Annual return | 14.81% | 19.25%-4.4pp | 294.48%-279.7pp | 34.25%-19.4pp |
| Employer contribution / active EE | $947 | $1,801-47.4% | $3,949-76.0% | $3,034-68.8% |
| Participant deferral / active EE | $1,792 | $4,248-57.8% | $6,276-71.4% | $5,087-64.8% |
| Admin fee / account holder | $76 | $145-48.0% | $10,363-99.3% | $269-71.9% |