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 5-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,128 | $26,549-46.8% | $61,373-77.0% | $66,914-78.9% |
| Participation rate | 13.5% | 38.1%-24.6pp | 52.6%-39.1pp | 69.8%-56.3pp |
| Annual return | -44.94% | -16.21%-28.7pp | 338.61%-383.6pp | 1.58%-46.5pp |
| Employer contribution / active EE | $266 | $651-59.1% | $1,159-77.0% | $2,544-89.5% |
| Participant deferral / active EE | $985 | $1,338-26.4% | $2,125-53.6% | $4,237-76.7% |
| Admin fee / account holder | $109 | $409-73.2% | $2,130-94.9% | $593-81.6% |