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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,655 |
Filed as: KOZAK POLLEKOFF & GOLDMAN PC Service code 10 · EIN 54-1639552 | Accounting | $22,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,931 | $48,592-1.4% | $185,823-74.2% | $90,288-46.9% |
| Participation rate | 67.8% | 66.2%+1.6pp | 78.0%-10.2pp | 73.4%-5.5pp |
| Annual return | 12.37% | 68.51%-56.1pp | 35.95%-23.6pp | 53.97%-41.6pp |
| Employer contribution / active EE | $1,455 | $1,389+4.8% | $4,087-64.4% | $2,524-42.3% |
| Participant deferral / active EE | $1,131 | $3,463-67.3% | $5,632-79.9% | $4,232-73.3% |
| Admin fee / account holder | $99 | $77+28.1% | $9,500-99.0% | $114-13.0% |