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 | $880 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,541 | $89,652-84.9% | $141,162-90.4% | $65,185-79.2% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.5%+8.2pp | 70.2%+20.5pp |
| Annual return | 141.54% | 32.79%+108.7pp | 71.39%+70.1pp | 29.38%+112.2pp |
| Employer contribution / active EE | $1,377 | $3,065-55.1% | $4,735-70.9% | $2,177-36.7% |
| Participant deferral / active EE | $3,924 | $5,691-31.1% | $6,709-41.5% | $3,514+11.7% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |