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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,435 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,103 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,603 | $59,159-80.4% | $159,960-92.7% | $66,914-82.7% |
| Participation rate | 91.6% | 68.1%+23.5pp | 78.0%+13.7pp | 69.8%+21.8pp |
| Annual return | -16.24% | -12.26%-4.0pp | 408.60%-424.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $424 | $1,983-78.6% | $4,226-90.0% | $2,544-83.3% |
| Participant deferral / active EE | $2,898 | $4,395-34.0% | $6,182-53.1% | $4,237-31.6% |
| Admin fee / account holder | $124 | $591-79.0% | $8,698-98.6% | $593-79.0% |