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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,057 |
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 | $3,900 | $62,928-93.8% | $172,739-97.7% | $67,579-94.2% |
| Participation rate | 94.5% | 64.5%+30.1pp | 82.6%+11.9pp | 71.3%+23.2pp |
| Annual return | 35.18% | 30.36%+4.8pp | 802.84%-767.7pp | 378.56%-343.4pp |
| Employer contribution / active EE | -$1 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,837 | $2,145-14.4% | $5,198-64.7% | $3,539-48.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-99.9% |