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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,278 | $62,132-77.0% | $185,823-92.3% | $73,488-80.6% |
| Participation rate | 34.8% | 67.8%-33.0pp | 78.0%-43.2pp | 70.7%-35.9pp |
| Annual return | 21.92% | 20.44%+1.5pp | 35.95%-14.0pp | 28.51%-6.6pp |
| Employer contribution / active EE | $854 | $1,681-49.2% | $4,087-79.1% | $2,270-62.4% |
| Participant deferral / active EE | $1,379 | $3,711-62.9% | $5,632-75.5% | $3,740-63.1% |
| Admin fee / account holder | $21 | $419-94.9% | $9,500-99.8% | $513-95.8% |