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 8-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 | $15,174 |
Employer 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.
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 | $2,115 | $37,196-94.3% | $154,107-98.6% | $55,725-96.2% |
| Participation rate | 90.2% | 64.1%+26.1pp | 83.0%+7.2pp | 70.9%+19.4pp |
| Annual return | 10.93% | 1319.68%-1308.7pp | 735.12%-724.2pp | 244.93%-234.0pp |
| Employer contribution / active EE | $26 | $1,614-98.4% | $5,298-99.5% | $2,078-98.7% |
| Participant deferral / active EE | $1,506 | $2,068-27.2% | $5,081-70.4% | $3,356-55.1% |
| Admin fee / account holder | $54 | $102-47.2% | $13,411-99.6% | $115-53.5% |