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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,008 | $50,820-54.7% | $155,567-85.2% | $77,671-70.4% |
| Participation rate | 75.9% | 63.1%+12.8pp | 78.2%-2.3pp | 70.6%+5.3pp |
| Annual return | 18.07% | 34.85%-16.8pp | 64.74%-46.7pp | 31.21%-13.1pp |
| Employer contribution / active EE | $200 | $1,993-89.9% | $4,674-95.7% | $2,726-92.6% |
| Participant deferral / active EE | $2,179 | $2,823-22.8% | $5,628-61.3% | $4,648-53.1% |
| Admin fee / account holder | $59 | $436-86.4% | $15,916-99.6% | $430-86.2% |