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 4-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $960 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,604 | $65,061+53.1% | $143,757-30.7% | $66,914+48.9% |
| Participation rate | 46.6% | 65.2%-18.6pp | 80.3%-33.7pp | 69.8%-23.2pp |
| Annual return | 65.49% | -11.14%+76.6pp | -0.04%+65.5pp | 1.58%+63.9pp |
| Employer contribution / active EE | $593 | $2,361-74.9% | $4,951-88.0% | $2,544-76.7% |
| Participant deferral / active EE | $1,620 | $2,919-44.5% | $5,637-71.3% | $4,237-61.8% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.6% |