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 | $3,080 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,147 | $89,652-74.2% | $141,162-83.6% | $65,185-64.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.5pp | 70.2%+27.8pp |
| Annual return | 32.16% | 32.79%-0.6pp | 71.39%-39.2pp | 29.38%+2.8pp |
| Employer contribution / active EE | $1,026 | $3,065-66.5% | $4,735-78.3% | $2,177-52.9% |
| Participant deferral / active EE | $9,898 | $5,691+73.9% | $6,709+47.5% | $3,514+181.7% |
| Admin fee / account holder | $10 | $569-98.3% | $10,261-99.9% | $847-98.9% |