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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $905 |
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 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 | $17,275 | $99,957-82.7% | $149,696-88.5% | $73,488-76.5% |
| Participation rate | 92.5% | 75.7%+16.8pp | 82.5%+10.0pp | 70.7%+21.8pp |
| Annual return | 27.08% | 53.87%-26.8pp | 276.60%-249.5pp | 28.51%-1.4pp |
| Employer contribution / active EE | $962 | $3,191-69.9% | $4,644-79.3% | $2,270-57.6% |
| Participant deferral / active EE | $4,312 | $6,073-29.0% | $6,842-37.0% | $3,740+15.3% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.1% |