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 | $37,256 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,336 | $62,127-73.7% | $81,382-79.9% | $74,495-78.1% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.5%+27.7pp | 67.2%+30.0pp |
| Annual return | 12.15% | 16.48%-4.3pp | 24.73%-12.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,286 | $1,882-31.7% | $2,463-47.8% | $2,623-51.0% |
| Participant deferral / active EE | $3,477 | $3,229+7.7% | $3,883-10.5% | $4,346-20.0% |
| Admin fee / account holder | $126 | $1,934-93.5% | $5,768-97.8% | $1,942-93.5% |