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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,904 | $59,159-47.8% | $159,960-80.7% | $66,914-53.8% |
| Participation rate | 22.7% | 68.1%-45.4pp | 78.0%-55.3pp | 69.8%-47.1pp |
| Annual return | -17.11% | -12.26%-4.8pp | 408.60%-425.7pp | 1.58%-18.7pp |
| Employer contribution / active EE | $692 | $1,983-65.1% | $4,226-83.6% | $2,544-72.8% |
| Participant deferral / active EE | $1,668 | $4,395-62.0% | $6,182-73.0% | $4,237-60.6% |
| Admin fee / account holder | $146 | $591-75.3% | $8,698-98.3% | $593-75.4% |