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 8-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 | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,241 | $44,734-59.2% | $99,443-81.7% | $67,579-73.0% |
| Participation rate | 13.1% | 66.2%-53.1pp | 73.8%-60.8pp | 71.3%-58.2pp |
| Annual return | 49.47% | 32.45%+17.0pp | 30.72%+18.7pp | 378.56%-329.1pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,458 | $2,731-46.6% | $3,619-59.7% | $3,539-58.8% |
| Admin fee / account holder | $15 | $120-87.3% | $6,250-99.8% | $142-89.3% |