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 | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,595 | $155,795-81.0% | $136,294-78.3% | $69,631-57.5% |
| Participation rate | 68.7% | 75.2%-6.6pp | 81.9%-13.3pp | 70.7%-2.0pp |
| Annual return | 31.58% | 232464.33%-232432.8pp | 5155.94%-5124.4pp | 27571.02%-27539.4pp |
| Employer contribution / active EE | $3,432 | $2,991+14.7% | $4,695-26.9% | $2,032+68.9% |
| Participant deferral / active EE | $7,120 | $5,394+32.0% | $6,247+14.0% | $3,224+120.9% |
| Admin fee / account holder | $4 | $128-97.1% | $9,243-100.0% | $110-96.7% |