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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,018 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,912 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,432 | $81,625-75.0% | $167,512-87.8% | $74,304-72.5% |
| Participation rate | 94.1% | 60.0%+34.1pp | 77.1%+17.0pp | 60.3%+33.7pp |
| Annual return | 13.74% | 26.09%-12.4pp | 1615.79%-1602.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $810 | $2,010-59.7% | $3,882-79.1% | $2,241-63.8% |
| Participant deferral / active EE | $4,006 | $4,115-2.6% | $6,405-37.4% | $3,767+6.3% |
| Admin fee / account holder | $172 | $3,474-95.0% | $9,769-98.2% | $2,969-94.2% |