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 6-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,040 |
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 | $30,532 | $70,879-56.9% | $189,557-83.9% | $79,386-61.5% |
| Participation rate | 25.4% | 68.0%-42.6pp | 78.4%-53.1pp | 70.7%-45.4pp |
| Annual return | 13.64% | 20.70%-7.1pp | 64.17%-50.5pp | 116.85%-103.2pp |
| Employer contribution / active EE | $753 | $1,806-58.3% | $4,412-82.9% | $2,427-69.0% |
| Participant deferral / active EE | $1,711 | $4,081-58.1% | $6,174-72.3% | $4,046-57.7% |
| Admin fee / account holder | $124 | $647-80.9% | $9,807-98.7% | $626-80.3% |