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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,602 |
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 | $31,949 | $50,982-37.3% | $154,803-79.4% | $85,563-62.7% |
| Participation rate | 80.1% | 59.8%+20.3pp | 78.1%+2.0pp | 66.0%+14.1pp |
| Annual return | 18.36% | 30.35%-12.0pp | 58.88%-40.5pp | 31.51%-13.2pp |
| Employer contribution / active EE | $15 | $1,708-99.1% | $4,305-99.7% | $2,654-99.4% |
| Participant deferral / active EE | $2,844 | $2,474+14.9% | $5,540-48.7% | $4,375-35.0% |
| Admin fee / account holder | $85 | $846-90.0% | $14,329-99.4% | $834-89.8% |