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 | $1,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $89,014 | $50,958+74.7% | $74,550+19.4% | $64,186+38.7% |
| Participation rate | 31.1% | 61.1%-30.0pp | 69.1%-38.1pp | 69.6%-38.5pp |
| Annual return | -6.31% | -1.86%-4.5pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $345 | $1,115-69.1% | $1,961-82.4% | $2,381-85.5% |
| Participant deferral / active EE | $1,379 | $2,301-40.1% | $3,108-55.6% | $3,470-60.2% |
| Admin fee / account holder | $47 | $4,223-98.9% | $5,060-99.1% | $4,888-99.0% |