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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,615 | $58,879-10.6% | $178,490-70.5% | $73,488-28.4% |
| Participation rate | 64.7% | 66.2%-1.5pp | 81.9%-17.2pp | 70.7%-5.9pp |
| Annual return | 18.41% | 24.86%-6.5pp | 151.07%-132.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,181 | $2,236-47.2% | $5,011-76.4% | $2,270-48.0% |
| Participant deferral / active EE | $4,350 | $2,567+69.4% | $5,202-16.4% | $3,740+16.3% |
| Admin fee / account holder | $69 | $400-82.7% | $13,984-99.5% | $513-86.5% |