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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,268 |
BRIGHTON JONES LLC5 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $61,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,363 | $48,669-58.2% | $93,654-78.3% | $199,768-89.8% |
| Participation rate | 31.9% | 63.7%-31.8pp | 68.7%-36.8pp | 72.0%-40.1pp |
| Annual return | 16.85% | 15.38%+1.5pp | 133.34%-116.5pp | 34.26%-17.4pp |
| Employer contribution / active EE | $840 | $1,137-26.1% | $2,421-65.3% | $3,037-72.3% |
| Participant deferral / active EE | $1,599 | $2,823-43.3% | $4,413-63.8% | $5,090-68.6% |
| Admin fee / account holder | $187 | $195-4.0% | $8,282-97.7% | $269-30.4% |