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 6-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 | $3,856 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,953 | $120,450-85.1% | $159,436-88.7% | $93,030-80.7% |
| Participation rate | 73.6% | 78.0%-4.4pp | 82.8%-9.2pp | 73.9%-0.3pp |
| Annual return | 102.49% | 27.11%+75.4pp | 263.57%-161.1pp | 158.70%-56.2pp |
| Employer contribution / active EE | $1,144 | $3,526-67.5% | $4,829-76.3% | $2,706-57.7% |
| Participant deferral / active EE | $6,330 | $7,283-13.1% | $7,352-13.9% | $4,562+38.7% |
| Admin fee / account holder | $4 | $137-97.1% | $10,799-100.0% | $152-97.4% |