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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,160 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $153,267 | $91,552+67.4% | $133,956+14.4% | $79,858+91.9% |
| Participation rate | 94.9% | 73.3%+21.5pp | 79.8%+15.0pp | 69.6%+25.2pp |
| Annual return | 11.39% | 61.85%-50.5pp | 45.09%-33.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,240 | $3,733+13.6% | $5,048-16.0% | $3,740+13.4% |
| Admin fee / account holder | $32 | $6,321-99.5% | $8,927-99.6% | $5,306-99.4% |