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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,201 |
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 | $39,692 | $58,655-32.3% | $91,989-56.9% | $65,185-39.1% |
| Participation rate | 67.7% | 75.3%-7.6pp | 78.6%-10.9pp | 70.2%-2.5pp |
| Annual return | 38.66% | 33.92%+4.7pp | 69.02%-30.4pp | 29.38%+9.3pp |
| Employer contribution / active EE | $2 | $2,080-99.9% | $3,452-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $10,270 | $5,474+87.6% | $5,923+73.4% | $3,514+192.3% |
| Admin fee / account holder | $10 | $434-97.7% | $7,743-99.9% | $847-98.8% |