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 | $10,774 |
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 | $22,511 | $88,122-74.5% | $141,162-84.1% | $67,579-66.7% |
| Participation rate | 84.2% | 76.5%+7.7pp | 82.5%+1.7pp | 71.3%+12.9pp |
| Annual return | 52.61% | 75.40%-22.8pp | 71.39%-18.8pp | 378.56%-325.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,256 | $5,958+5.0% | $6,709-6.7% | $3,539+76.8% |
| Admin fee / account holder | $14 | $131-89.6% | $10,261-99.9% | $142-90.5% |