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 8-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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,664 | $30,086-38.0% | $61,373-69.6% | $64,808-71.2% |
| Participation rate | 8.3% | 36.4%-28.0pp | 52.6%-44.2pp | 71.5%-63.1pp |
| Annual return | -17.30% | -13.99%-3.3pp | 338.61%-355.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $182 | $536-66.0% | $1,159-84.3% | $2,506-92.7% |
| Participant deferral / active EE | $350 | $1,126-68.9% | $2,125-83.5% | $4,310-91.9% |
| Admin fee / account holder | $7 | $148-95.1% | $2,130-99.7% | $188-96.1% |