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 | $1,285 |
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.
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 | $47,308 | $36,767+28.7% | $81,478-41.9% | $62,292-24.1% |
| Participation rate | 26.0% | 54.4%-28.5pp | 68.0%-42.0pp | 69.5%-43.6pp |
| Annual return | 21.47% | 173.80%-152.3pp | 38.78%-17.3pp | 28.90%-7.4pp |
| Employer contribution / active EE | $167 | $1,128-85.2% | $2,568-93.5% | $2,042-91.8% |
| Participant deferral / active EE | $754 | $2,111-64.3% | $3,537-78.7% | $3,169-76.2% |
| Admin fee / account holder | $27 | $797-96.6% | $4,561-99.4% | $479-94.3% |