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 9-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 | $14,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,886 | $56,629-38.4% | $77,999-55.3% | $55,167-36.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 75.5%-25.5pp | 69.0%-19.0pp |
| Annual return | 10.18% | 2866.98%-2856.8pp | 425.96%-415.8pp | 169.23%-159.0pp |
| Employer contribution / active EE | $370 | $1,723-78.5% | $2,470-85.0% | $1,963-81.1% |
| Participant deferral / active EE | $2,139 | $2,777-23.0% | $3,497-38.8% | $3,054-30.0% |
| Admin fee / account holder | $92 | $467-80.3% | $5,480-98.3% | $504-81.7% |