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 | $3,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $75,932 | $74,552+1.9% | $62,995+20.5% | $69,631+9.0% |
| Participation rate | 59.8% | 78.3%-18.5pp | 74.8%-15.0pp | 70.7%-10.9pp |
| Annual return | 18.13% | 15.77%+2.4pp | 87.57%-69.4pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $396 | $2,929-86.5% | $2,759-85.7% | $2,032-80.5% |
| Participant deferral / active EE | $4,172 | $2,974+40.3% | $3,329+25.3% | $3,224+29.4% |
| Admin fee / account holder | $14 | $59-76.5% | $3,600-99.6% | $110-87.4% |