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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,717 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,766 | $50,898-78.8% | $171,082-93.7% | $55,167-80.5% |
| Participation rate | 89.7% | 63.3%+26.5pp | 76.7%+13.0pp | 69.0%+20.7pp |
| Annual return | 10.63% | 15.34%-4.7pp | 32.56%-21.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,041 | $1,433-27.3% | $4,002-74.0% | $1,963-46.9% |
| Participant deferral / active EE | $2,206 | $2,994-26.3% | $4,797-54.0% | $3,054-27.8% |
| Admin fee / account holder | $77 | $500-84.6% | $8,520-99.1% | $504-84.8% |