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 | $23,015 |
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 | $50,658 | $74,024-31.6% | $77,999-35.1% | $57,658-12.1% |
| Participation rate | 59.9% | 79.7%-19.9pp | 75.5%-15.7pp | 70.2%-10.4pp |
| Annual return | 6.97% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $574 | $2,365-75.8% | $2,470-76.8% | $1,974-70.9% |
| Participant deferral / active EE | $1,910 | $3,533-45.9% | $3,497-45.4% | $3,061-37.6% |
| Admin fee / account holder | $51 | $93-45.3% | $5,480-99.1% | $95-46.1% |