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 3-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $102,191 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $17,886 |
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 | $22,734 | $88,890-74.4% | $102,423-77.8% | $77,643-70.7% |
| Participation rate | 93.4% | 80.9%+12.5pp | 76.5%+16.9pp | 70.6%+22.9pp |
| Annual return | 21.88% | 24.98%-3.1pp | 29.32%-7.4pp | 31.24%-9.4pp |
| Employer contribution / active EE | $2,659 | $2,698-1.4% | $3,023-12.0% | $2,726-2.4% |
| Participant deferral / active EE | $4,813 | $5,145-6.5% | $5,053-4.8% | $4,647+3.6% |
| Admin fee / account holder | $111 | $235-52.7% | $9,451-98.8% | $430-74.1% |