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 | $7,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,976 | $71,192+16.6% | $117,854-29.6% | $62,292+33.2% |
| Participation rate | 63.4% | 74.2%-10.8pp | 79.7%-16.3pp | 69.5%-6.1pp |
| Annual return | 12.04% | 18.66%-6.6pp | 335.08%-323.0pp | 28.90%-16.9pp |
| Employer contribution / active EE | $763 | $1,934-60.6% | $3,786-79.9% | $2,042-62.6% |
| Participant deferral / active EE | $2,011 | $3,189-36.9% | $4,482-55.1% | $3,169-36.5% |
| Admin fee / account holder | $94 | $587-83.9% | $8,020-98.8% | $479-80.3% |