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 3-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,856 | $69,477-45.5% | $94,646-60.0% | $71,457-47.0% |
| Participation rate | 65.4% | 78.4%-13.1pp | 80.8%-15.4pp | 67.9%-2.5pp |
| Annual return | 40.70% | 29.66%+11.0pp | 156.71%-116.0pp | 28.85%+11.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,100 | $7,345+23.9% | $7,418+22.7% | $4,289+112.2% |
| Admin fee / account holder | $12 | $1,210-99.0% | $7,231-99.8% | $1,587-99.2% |