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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,619 | $65,390-73.1% | $169,368-89.6% | $71,457-75.3% |
| Participation rate | 52.8% | 67.0%-14.1pp | 77.1%-24.3pp | 67.9%-15.1pp |
| Annual return | 27.58% | 21.31%+6.3pp | 405.60%-378.0pp | 28.85%-1.3pp |
| Employer contribution / active EE | $575 | $2,079-72.3% | $4,013-85.7% | $2,588-77.8% |
| Participant deferral / active EE | $1,567 | $4,367-64.1% | $6,221-74.8% | $4,289-63.5% |
| Admin fee / account holder | $15 | $1,324-98.8% | $9,003-99.8% | $1,587-99.0% |