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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,210 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,796 | $89,282-21.8% | $94,646-26.3% | $74,419-6.2% |
| Participation rate | 78.9% | 82.4%-3.5pp | 80.8%-1.9pp | 70.7%+8.2pp |
| Annual return | 27.29% | 25.96%+1.3pp | 156.71%-129.4pp | 34.38%-7.1pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $13,028 | $8,425+54.6% | $7,418+75.6% | $4,528+187.7% |
| Admin fee / account holder | $6 | $219-97.1% | $7,231-99.9% | $348-98.2% |