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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,933 | $70,667-3.9% | $123,104-44.8% | $52,331+29.8% |
| Participation rate | 97.9% | 83.7%+14.2pp | 86.8%+11.1pp | 68.1%+29.8pp |
| Annual return | -1.97% | 6.23%-8.2pp | 13.22%-15.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $14,856 | $2,946+404.3% | $5,151+188.4% | $1,882+689.5% |
| Participant deferral / active EE | $13,684 | $4,493+204.6% | $6,230+119.7% | $3,022+352.8% |
| Admin fee / account holder | $2 | $506-99.7% | $9,015-100.0% | $592-99.7% |