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 3-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 | $7,110 |
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 | $14,048 | $62,624-77.6% | $177,989-92.1% | $77,643-81.9% |
| Participation rate | 80.4% | 66.8%+13.6pp | 77.1%+3.3pp | 70.6%+9.8pp |
| Annual return | 87.02% | 16.16%+70.9pp | 294.48%-207.5pp | 31.24%+55.8pp |
| Employer contribution / active EE | $2,344 | $1,909+22.8% | $3,949-40.6% | $2,726-14.0% |
| Participant deferral / active EE | $3,874 | $4,219-8.2% | $6,276-38.3% | $4,647-16.6% |
| Admin fee / account holder | $25 | $386-93.6% | $10,363-99.8% | $430-94.2% |