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 | $760 |
Employer contribution per participant 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 | $83,934 | $72,404+15.9% | $110,238-23.9% | $64,186+30.8% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.2pp |
| Annual return | -6.93% | -6.29%-0.6pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | -$48 | $2,282-102.1% | $3,826-101.2% | $2,381-102.0% |
| Participant deferral / active EE | $3,780 | $3,469+9.0% | $4,672-19.1% | $3,470+9.0% |
| Admin fee / account holder | $6 | $5,664-99.9% | $8,547-99.9% | $4,888-99.9% |