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 6-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,273 | $39,286-84.0% | $80,716-92.2% | $79,386-92.1% |
| Participation rate | 21.5% | 41.0%-19.4pp | 54.2%-32.6pp | 70.7%-49.2pp |
| Annual return | 24.96% | 98.95%-74.0pp | 87.28%-62.3pp | 116.85%-91.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,160 | $1,264-8.2% | $2,146-45.9% | $4,046-71.3% |
| Admin fee / account holder | $11 | $647-98.2% | $3,380-99.7% | $626-98.2% |