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 9-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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,262 |
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 | $7,734 | $26,549-70.9% | $61,373-87.4% | $66,914-88.4% |
| Participation rate | 50.3% | 38.1%+12.2pp | 52.6%-2.3pp | 69.8%-19.5pp |
| Annual return | -16.63% | -16.21%-0.4pp | 338.61%-355.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $841 | $651+29.1% | $1,159-27.5% | $2,544-66.9% |
| Participant deferral / active EE | $1,114 | $1,338-16.8% | $2,125-47.6% | $4,237-73.7% |
| Admin fee / account holder | $7 | $409-98.3% | $2,130-99.7% | $593-98.8% |