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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $349,959 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 16 · EIN 04-2675571 | Consulting | $100,500 |
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 | $41,224 | $60,396-31.7% | $83,848-50.8% | $75,289-45.2% |
| Participation rate | 96.6% | 80.7%+15.8pp | 76.1%+20.4pp | 72.4%+24.1pp |
| Annual return | -6.64% | 3.84%-10.5pp | 850.88%-857.5pp | -0.04%-6.6pp |
| Employer contribution / active EE | $1,752 | $3,343-47.6% | $3,631-51.7% | $2,405-27.1% |
| Participant deferral / active EE | $5,947 | $2,922+103.5% | $4,082+45.7% | $3,739+59.1% |
| Admin fee / account holder | $108 | $141-23.5% | $5,478-98.0% | $102+5.6% |