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 | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,011 | $40,113-92.5% | $84,015-96.4% | $77,787-96.1% |
| Participation rate | 54.0% | 62.8%-8.8pp | 69.0%-15.0pp | 73.2%-19.2pp |
| Annual return | 30.27% | 23.27%+7.0pp | 71.31%-41.0pp | 32.57%-2.3pp |
| Employer contribution / active EE | $0 | $847-100.0% | $1,983-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $686 | $2,030-66.2% | $3,239-78.8% | $3,967-82.7% |
| Admin fee / account holder | $6 | $92-93.0% | $6,101-99.9% | $100-93.6% |