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 15 · EIN 23-1945930 | Recordkeeping | $9,182 |
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 | $31,778 | $43,504-27.0% | $68,793-53.8% | $56,287-43.5% |
| Participation rate | 54.4% | 67.8%-13.4pp | 72.2%-17.8pp | 69.9%-15.4pp |
| Annual return | -9.80% | -3.15%-6.7pp | -4.63%-5.2pp | -9.96%+0.2pp |
| Employer contribution / active EE | $492 | $1,525-67.8% | $2,625-81.3% | $2,111-76.7% |
| Participant deferral / active EE | $1,616 | $2,509-35.6% | $3,311-51.2% | $3,350-51.8% |
| Admin fee / account holder | $115 | $515-77.6% | $5,131-97.8% | $521-77.9% |