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 | $10,889 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $7,533 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,843 | $89,274-90.1% | $149,718-94.1% | $77,958-88.7% |
| Participation rate | 83.9% | 87.6%-3.7pp | 87.1%-3.1pp | 71.6%+12.3pp |
| Annual return | 80.79% | 20.36%+60.4pp | 1501.63%-1420.8pp | 20.87%+59.9pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,445-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,663 | $5,382-31.9% | $6,569-44.2% | $3,537+3.6% |
| Admin fee / account holder | $14 | $240-94.3% | $11,283-99.9% | $97-86.0% |