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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,740 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,628 | $95,274-85.7% | $135,903-90.0% | $74,419-81.7% |
| Participation rate | 90.7% | 78.2%+12.5pp | 81.9%+8.8pp | 70.7%+19.9pp |
| Annual return | 27.87% | 32.77%-4.9pp | 68.23%-40.4pp | 34.38%-6.5pp |
| Employer contribution / active EE | $3 | $3,874-99.9% | $4,856-99.9% | $2,637-99.9% |
| Participant deferral / active EE | $3,914 | $7,782-49.7% | $7,758-49.5% | $4,528-13.6% |
| Admin fee / account holder | $45 | $266-83.1% | $10,762-99.6% | $348-87.1% |