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 | $8,838 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,773 | $71,802-87.8% | $133,980-93.5% | $57,658-84.8% |
| Participation rate | 70.2% | 85.5%-15.3pp | 87.1%-16.9pp | 70.2%-0.1pp |
| Annual return | 44.30% | 13.51%+30.8pp | 29.30%+15.0pp | 5.13%+39.2pp |
| Employer contribution / active EE | $8 | $3,161-99.7% | $5,211-99.8% | $1,974-99.6% |
| Participant deferral / active EE | $3,312 | $4,606-28.1% | $6,282-47.3% | $3,061+8.2% |
| Admin fee / account holder | $16 | $88-82.0% | $9,324-99.8% | $95-83.3% |