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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,957 | $52,953-88.8% | $172,739-96.6% | $65,185-90.9% |
| Participation rate | 94.4% | 66.2%+28.3pp | 82.6%+11.8pp | 70.2%+24.2pp |
| Annual return | 30.52% | 30.12%+0.4pp | 802.84%-772.3pp | 29.38%+1.1pp |
| Employer contribution / active EE | $918 | $2,190-58.1% | $5,143-82.2% | $2,177-57.8% |
| Participant deferral / active EE | $1,717 | $2,471-30.5% | $5,198-67.0% | $3,514-51.1% |
| Admin fee / account holder | $56 | $472-88.1% | $13,954-99.6% | $847-93.4% |