See peer percentile detail. $4.99 for your first month.
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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 | $10,880 |
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.
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 | $22,473 | $76,050-70.4% | $96,544-76.7% | $71,457-68.6% |
| Participation rate | 68.1% | 74.4%-6.3pp | 76.0%-7.8pp | 67.9%+0.2pp |
| Annual return | 16.72% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,268 | $2,244-43.5% | $2,965-57.2% | $2,588-51.0% |
| Participant deferral / active EE | $3,087 | $4,215-26.8% | $4,851-36.4% | $4,289-28.0% |
| Admin fee / account holder | $92 | $2,707-96.6% | $8,252-98.9% | $1,587-94.2% |