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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,269 |
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 | $40,289 | $82,202-51.0% | $125,339-67.9% | $64,808-37.8% |
| Participation rate | 62.3% | 77.9%-15.6pp | 82.4%-20.1pp | 71.5%-9.2pp |
| Annual return | 25.05% | 3.48%+21.6pp | 572.05%-547.0pp | 32.82%-7.8pp |
| Employer contribution / active EE | $1,342 | $3,615-62.9% | $4,814-72.1% | $2,506-46.4% |
| Participant deferral / active EE | $5,166 | $7,175-28.0% | $7,446-30.6% | $4,310+19.8% |
| Admin fee / account holder | $75 | $163-54.3% | $10,010-99.3% | $188-60.3% |