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 8-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 | $9,428 |
Participant 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.
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 | $5,118 | $54,237-90.6% | $90,281-94.3% | $67,579-92.4% |
| Participation rate | 89.1% | 68.6%+20.5pp | 73.3%+15.8pp | 71.3%+17.8pp |
| Annual return | 18.88% | 37.27%-18.4pp | 78.10%-59.2pp | 378.56%-359.7pp |
| Employer contribution / active EE | $601 | $1,846-67.5% | $2,854-79.0% | $2,148-72.0% |
| Participant deferral / active EE | $658 | $2,625-74.9% | $3,885-83.1% | $3,539-81.4% |
| Admin fee / account holder | $8 | $123-93.2% | $5,351-99.8% | $142-94.1% |