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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,774 |
BEASLEY & COMPANY1 year Service code 10 2626 EAST 21ST ST STE 1 · TULSA, OK 74114 | Accounting | $12,516 |
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 | $44,046 | $55,415-20.5% | $155,509-71.7% | $74,495-40.9% |
| Participation rate | 50.5% | 61.9%-11.4pp | 78.2%-27.6pp | 67.2%-16.7pp |
| Annual return | 11.92% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,406 | $2,267-38.0% | $4,672-69.9% | $2,623-46.4% |
| Participant deferral / active EE | $1,987 | $2,836-29.9% | $5,626-64.7% | $4,346-54.3% |
| Admin fee / account holder | $236 | $1,738-86.4% | $15,912-98.5% | $1,942-87.9% |