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 5-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,455 |
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 | $43,088 | $95,274-54.8% | $135,903-68.3% | $74,419-42.1% |
| Participation rate | 32.0% | 78.2%-46.2pp | 81.9%-49.9pp | 70.7%-38.7pp |
| Annual return | 25.25% | 32.77%-7.5pp | 68.23%-43.0pp | 34.38%-9.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,389 | $7,782-30.7% | $7,758-30.5% | $4,528+19.0% |
| Admin fee / account holder | $8 | $266-96.9% | $10,762-99.9% | $348-97.7% |