Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $4,170 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,100 | $89,248-82.0% | $136,007-88.2% | $74,546-78.4% |
| Participation rate | 85.8% | 69.4%+16.4pp | 76.5%+9.4pp | 67.2%+18.6pp |
| Annual return | 15.89% | 22.76%-6.9pp | 579.32%-563.4pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,675 | $2,838-5.7% | $4,215-36.5% | $2,624+1.9% |
| Participant deferral / active EE | $4,410 | $4,598-4.1% | $7,024-37.2% | $4,347+1.4% |
| Admin fee / account holder | $16 | $1,545-98.9% | $6,858-99.8% | $1,944-99.2% |