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 10-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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,509 |
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 | $55,218 | $61,272-9.9% | $149,673-63.1% | $71,457-22.7% |
| Participation rate | 66.9% | 62.5%+4.4pp | 78.8%-11.9pp | 67.9%-1.0pp |
| Annual return | 16.56% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,183 | $2,378-8.2% | $4,818-54.7% | $2,588-15.6% |
| Participant deferral / active EE | $3,620 | $2,917+24.1% | $5,680-36.3% | $4,289-15.6% |
| Admin fee / account holder | $14 | $1,261-98.9% | $13,210-99.9% | $1,587-99.1% |