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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,222 | $56,640-66.1% | $80,975-76.3% | $57,658-66.7% |
| Participation rate | 72.8% | 75.9%-3.1pp | 75.8%-3.0pp | 70.2%+2.5pp |
| Annual return | 43.55% | 19.97%+23.6pp | 17.10%+26.5pp | 5.13%+38.4pp |
| Employer contribution / active EE | $1 | $2,085-99.9% | $3,714-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $4,752 | $4,944-3.9% | $5,696-16.6% | $3,061+55.3% |
| Admin fee / account holder | $48 | $87-44.8% | $5,516-99.1% | $95-49.2% |