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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,115 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,625 | $72,770-63.4% | $67,652-60.6% | $55,191-51.8% |
| Participation rate | 77.9% | 78.8%-0.9pp | 75.7%+2.3pp | 69.2%+8.8pp |
| Annual return | 0.87% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $953 | $1,769-46.1% | $2,266-57.9% | $1,899-49.8% |
| Participant deferral / active EE | $2,436 | $3,408-28.5% | $3,560-31.6% | $3,046-20.0% |
| Admin fee / account holder | $30 | $79-61.9% | $4,821-99.4% | $91-66.9% |