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 | $2,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,987 | $100,801-71.2% | $149,696-80.6% | $73,409-60.5% |
| Participation rate | 48.5% | 77.7%-29.2pp | 82.5%-34.0pp | 72.2%-23.7pp |
| Annual return | 42.81% | 265.34%-222.5pp | 276.60%-233.8pp | 59.29%-16.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,049 | $6,404-5.5% | $6,842-11.6% | $3,805+59.0% |
| Admin fee / account holder | $11 | $181-93.7% | $9,309-99.9% | $158-92.8% |