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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
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 | $181,058 | $90,590+99.9% | $111,297+62.7% | - |
| Participation rate | 46.5% | 76.1%-29.6pp | 77.3%-30.8pp | - |
| Annual return | 14.37% | 11.74%+2.6pp | 54.65%-40.3pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,731-100.0% | - |
| Participant deferral / active EE | $3,201 | $4,059-21.1% | $4,487-28.7% | - |
| Admin fee / account holder | $11 | $3,379-99.7% | $7,964-99.9% | - |