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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,315 |
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.
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 | $16,735 | $77,813-78.5% | $123,544-86.5% | $64,186-73.9% |
| Participation rate | 85.9% | 74.7%+11.2pp | 82.3%+3.6pp | 69.6%+16.3pp |
| Annual return | -7.63% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $23 | $3,014-99.2% | $4,628-99.5% | $2,381-99.0% |
| Participant deferral / active EE | $8,392 | $5,240+60.2% | $6,426+30.6% | $3,470+141.9% |
| Admin fee / account holder | $11 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |