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+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,345 |
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 | $70,040 | $50,498+38.7% | $75,781-7.6% | $55,191+26.9% |
| Participation rate | 48.6% | 69.4%-20.9pp | 75.8%-27.2pp | 69.2%-20.6pp |
| Annual return | 2.22% | 1.80%+0.4pp | 9.68%-7.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $639 | $2,291-72.1% | $3,323-80.8% | $1,899-66.4% |
| Participant deferral / active EE | $1,951 | $2,589-24.7% | $3,651-46.6% | $3,046-36.0% |
| Admin fee / account holder | $43 | $123-64.9% | $5,299-99.2% | $91-52.5% |