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 4-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,531 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,149 | $122,693-89.3% | $184,203-92.9% | $199,593-93.4% |
| Participation rate | 92.6% | 86.8%+5.8pp | 86.8%+5.8pp | 72.0%+20.7pp |
| Annual return | 22.04% | 143.91%-121.9pp | 28.81%-6.8pp | 34.25%-12.2pp |
| Employer contribution / active EE | $1 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,617 | $7,990-42.2% | $9,131-49.4% | $5,087-9.2% |
| Admin fee / account holder | $10 | $121-91.9% | $13,901-99.9% | $269-96.4% |