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 6-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 | $8,192 |
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 | $36,584 | $106,110-65.5% | $147,005-75.1% | $77,671-52.9% |
| Participation rate | 78.9% | 78.4%+0.6pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 17.23% | 56.77%-39.5pp | 418.76%-401.5pp | 31.21%-14.0pp |
| Employer contribution / active EE | $1,965 | $4,065-51.7% | $4,934-60.2% | $2,726-27.9% |
| Participant deferral / active EE | $4,331 | $7,992-45.8% | $8,070-46.3% | $4,648-6.8% |
| Admin fee / account holder | $18 | $338-94.6% | $13,006-99.9% | $430-95.8% |