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 | $1,843 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,486 | $45,825-66.2% | $90,645-82.9% | $56,287-72.5% |
| Participation rate | 89.6% | 66.7%+22.9pp | 74.0%+15.6pp | 69.9%+19.8pp |
| Annual return | -10.98% | 38.64%-49.6pp | 1.88%-12.9pp | -9.96%-1.0pp |
| Employer contribution / active EE | $25 | $1,372-98.2% | $2,532-99.0% | $2,111-98.8% |
| Participant deferral / active EE | $8,656 | $2,562+237.8% | $3,425+152.8% | $3,350+158.4% |
| Admin fee / account holder | $6 | $413-98.5% | $4,994-99.9% | $521-98.8% |