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 | $14,778 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,630 | $65,561+16.9% | $91,541-16.3% | $74,304+3.1% |
| Participation rate | 65.5% | 56.6%+8.9pp | 69.8%-4.3pp | 60.3%+5.1pp |
| Annual return | 20.34% | 17.68%+2.7pp | 20.50%-0.2pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,871 | $1,717+9.0% | $2,505-25.3% | $2,241-16.5% |
| Participant deferral / active EE | $3,164 | $2,918+8.4% | $4,008-21.1% | $3,767-16.0% |
| Admin fee / account holder | $109 | $3,333-96.7% | $6,956-98.4% | $2,969-96.3% |