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 | $8,737 |
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 | $23,023 | $95,542-75.9% | $69,455-66.9% | $67,579-65.9% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+28.0pp |
| Annual return | 21.32% | 17.67%+3.7pp | 28.97%-7.6pp | 378.56%-357.2pp |
| Employer contribution / active EE | $352 | $2,989-88.2% | $2,779-87.4% | $2,148-83.6% |
| Participant deferral / active EE | $2,424 | $3,263-25.7% | $3,535-31.4% | $3,539-31.5% |
| Admin fee / account holder | $14 | $90-84.6% | $3,839-99.6% | $142-90.3% |