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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,382 | $39,948-59.0% | $89,391-81.7% | $73,409-77.7% |
| Participation rate | 31.8% | 50.4%-18.6pp | 68.0%-36.1pp | 72.2%-40.3pp |
| Annual return | -9.76% | 50.12%-59.9pp | 245.62%-255.4pp | 59.29%-69.1pp |
| Employer contribution / active EE | $654 | $1,200-45.5% | $2,586-74.7% | $2,234-70.7% |
| Participant deferral / active EE | $1,286 | $2,193-41.4% | $3,890-66.9% | $3,805-66.2% |
| Admin fee / account holder | $17 | $134-87.3% | $4,881-99.7% | $158-89.2% |