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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,433 |
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 | $71,498 | $87,841-18.6% | $133,980-46.6% | $62,891+13.7% |
| Participation rate | 79.8% | 83.4%-3.6pp | 87.1%-7.3pp | 69.3%+10.5pp |
| Annual return | 6.29% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,390 | $3,483-60.1% | $5,211-73.3% | $2,281-39.0% |
| Participant deferral / active EE | $2,425 | $4,812-49.6% | $6,282-61.4% | $3,203-24.3% |
| Admin fee / account holder | $58 | $5,371-98.9% | $9,324-99.4% | $4,296-98.6% |