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 | $8,065 |
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 | $15,008 | $63,905-76.5% | $74,183-79.8% | $57,658-74.0% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.6%+5.2pp | 70.2%+11.6pp |
| Annual return | 10.23% | 60.60%-50.4pp | 17.74%-7.5pp | 5.13%+5.1pp |
| Employer contribution / active EE | $847 | $1,840-54.0% | $2,370-64.3% | $1,974-57.1% |
| Participant deferral / active EE | $1,989 | $3,448-42.3% | $3,550-44.0% | $3,061-35.0% |
| Admin fee / account holder | $11 | $91-87.9% | $5,586-99.8% | $95-88.3% |