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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,454 |
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 | $42,161 | $28,109+50.0% | $71,086-40.7% | $56,287-25.1% |
| Participation rate | 28.4% | 40.4%-12.0pp | 54.7%-26.3pp | 69.9%-41.5pp |
| Annual return | -5.80% | -615.05%+609.2pp | 650.59%-656.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $412 | $558-26.1% | $1,088-62.1% | $2,111-80.5% |
| Participant deferral / active EE | $683 | $1,116-38.8% | $1,874-63.6% | $3,350-79.6% |
| Admin fee / account holder | $114 | $585-80.5% | $3,082-96.3% | $521-78.1% |