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 | $890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,194 | $89,652-61.9% | $141,162-75.8% | $65,185-47.5% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.5%-18.1pp | 70.2%-5.8pp |
| Annual return | 40.13% | 32.79%+7.3pp | 71.39%-31.3pp | 29.38%+10.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,834 | $5,691+72.8% | $6,709+46.6% | $3,514+179.9% |
| Admin fee / account holder | $5 | $569-99.0% | $10,261-99.9% | $847-99.4% |