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 | $7,956 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,612 | $76,050-66.3% | $96,544-73.5% | $71,457-64.2% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.7pp | 67.9%+29.8pp |
| Annual return | 15.51% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,578 | $2,244-29.7% | $2,965-46.8% | $2,588-39.0% |
| Participant deferral / active EE | $1,544 | $4,215-63.4% | $4,851-68.2% | $4,289-64.0% |
| Admin fee / account holder | $90 | $2,707-96.7% | $8,252-98.9% | $1,587-94.3% |