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 | $950 |
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).
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 | $32,193 | $51,447-37.4% | $104,607-69.2% | $73,409-56.1% |
| Participation rate | 60.1% | 68.2%-8.1pp | 74.1%-14.0pp | 72.2%-12.1pp |
| Annual return | 52.29% | 25.06%+27.2pp | 340.46%-288.2pp | 59.29%-7.0pp |
| Employer contribution / active EE | $2,880 | $1,441+99.8% | $2,681+7.4% | $2,234+28.9% |
| Participant deferral / active EE | $5,778 | $3,058+89.0% | $3,740+54.5% | $3,805+51.8% |
| Admin fee / account holder | $4 | $122-96.6% | $6,473-99.9% | $158-97.3% |