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 37 · EIN 23-1945930 | Loan Processing | $7,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,190 | $66,302+39.0% | $110,238-16.4% | $56,287+63.8% |
| Participation rate | 60.7% | 74.9%-14.2pp | 79.8%-19.1pp | 69.9%-9.2pp |
| Annual return | 10.22% | -1.18%+11.4pp | 314.74%-304.5pp | -9.96%+20.2pp |
| Employer contribution / active EE | $750 | $2,047-63.3% | $3,826-80.4% | $2,111-64.5% |
| Participant deferral / active EE | $1,997 | $3,381-40.9% | $4,672-57.3% | $3,350-40.4% |
| Admin fee / account holder | $87 | $698-87.5% | $8,547-99.0% | $521-83.2% |