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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,909 | $71,192-60.8% | $117,854-76.3% | $62,292-55.2% |
| Participation rate | 65.5% | 74.2%-8.7pp | 79.7%-14.1pp | 69.5%-4.0pp |
| Annual return | 28.37% | 18.66%+9.7pp | 335.08%-306.7pp | 28.90%-0.5pp |
| Employer contribution / active EE | $1,799 | $1,934-7.0% | $3,786-52.5% | $2,042-11.9% |
| Participant deferral / active EE | $3,976 | $3,189+24.7% | $4,482-11.3% | $3,169+25.5% |
| Admin fee / account holder | $41 | $587-92.9% | $8,020-99.5% | $479-91.3% |