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 9-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 | $2,150 |
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 | $19,821 | $52,293-62.1% | $178,490-88.9% | $73,409-73.0% |
| Participation rate | 31.0% | 65.3%-34.3pp | 81.9%-50.9pp | 72.2%-41.2pp |
| Annual return | 57.24% | 34.75%+22.5pp | 151.07%-93.8pp | 59.29%-2.1pp |
| Employer contribution / active EE | $321 | $1,735-81.5% | $5,011-93.6% | $2,234-85.6% |
| Participant deferral / active EE | $1,934 | $2,332-17.1% | $5,202-62.8% | $3,805-49.2% |
| Admin fee / account holder | $7 | $127-94.3% | $13,984-99.9% | $158-95.4% |