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 | $21,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $212,760 | $101,523+109.6% | $141,162+50.7% | $77,787+173.5% |
| Participation rate | 92.1% | 77.4%+14.7pp | 82.5%+9.6pp | 73.2%+18.9pp |
| Annual return | 5.08% | 56.22%-51.1pp | 71.39%-66.3pp | 32.57%-27.5pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $12,893 | $6,434+100.4% | $6,709+92.2% | $3,967+225.0% |
| Admin fee / account holder | $3 | $92-97.1% | $10,261-100.0% | $100-97.4% |