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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,665 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,618 | $88,890+36.8% | $102,423+18.7% | $77,643+56.6% |
| Participation rate | 68.7% | 80.9%-12.2pp | 76.5%-7.8pp | 70.6%-1.9pp |
| Annual return | 17.11% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,398 | $2,698-11.1% | $3,023-20.7% | $2,726-12.0% |
| Participant deferral / active EE | $5,085 | $5,145-1.2% | $5,053+0.6% | $4,647+9.4% |
| Admin fee / account holder | $4 | $235-98.2% | $9,451-100.0% | $430-99.0% |