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 5-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,137 | $57,108+28.1% | $94,224-22.4% | $52,331+39.8% |
| Participation rate | 99.1% | 72.9%+26.2pp | 78.8%+20.4pp | 68.1%+31.0pp |
| Annual return | 8.35% | 1.47%+6.9pp | 10.68%-2.3pp | 4.54%+3.8pp |
| Employer contribution / active EE | $9,999 | $1,735+476.2% | $3,587+178.8% | $1,882+431.4% |
| Participant deferral / active EE | $9,241 | $3,040+204.0% | $4,320+113.9% | $3,022+205.8% |
| Admin fee / account holder | $73 | $546-86.6% | $6,269-98.8% | $592-87.6% |