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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,583 |
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 | $114,171 | $47,126+142.3% | $149,673-23.7% | $74,419+53.4% |
| Participation rate | 27.6% | 63.4%-35.8pp | 78.8%-51.2pp | 70.7%-43.1pp |
| Annual return | 46.67% | 22.75%+23.9pp | 134.42%-87.7pp | 34.38%+12.3pp |
| Employer contribution / active EE | $1,149 | $1,905-39.7% | $4,818-76.1% | $2,637-56.4% |
| Participant deferral / active EE | $2,084 | $2,728-23.6% | $5,680-63.3% | $4,528-54.0% |
| Admin fee / account holder | $28 | $343-91.8% | $13,210-99.8% | $348-91.9% |