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 | $9,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $131,176 | $65,376+100.6% | $87,100+50.6% | $65,185+101.2% |
| Participation rate | 50.9% | 75.3%-24.4pp | 76.9%-26.0pp | 70.2%-19.3pp |
| Annual return | 23.19% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,402 | $3,388+0.4% | $4,049-16.0% | $3,514-3.2% |
| Admin fee / account holder | $132 | $520-74.5% | $7,497-98.2% | $847-84.4% |