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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $626 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,086 | $47,448-68.2% | $94,993-84.1% | $62,292-75.8% |
| Participation rate | 84.1% | 66.5%+17.6pp | 73.9%+10.2pp | 69.5%+14.5pp |
| Annual return | 59.59% | 22.64%+36.9pp | 27.12%+32.5pp | 28.90%+30.7pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,845 | $2,375+230.4% | $3,317+136.5% | $3,169+147.5% |
| Admin fee / account holder | $3 | $434-99.3% | $4,960-99.9% | $479-99.4% |