Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,893 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,782 | $106,110-60.6% | $147,005-71.6% | $77,671-46.2% |
| Participation rate | 59.0% | 78.4%-19.4pp | 82.2%-23.2pp | 70.6%-11.6pp |
| Annual return | 17.18% | 56.77%-39.6pp | 418.76%-401.6pp | 31.21%-14.0pp |
| Employer contribution / active EE | $1,310 | $4,065-67.8% | $4,934-73.4% | $2,726-51.9% |
| Participant deferral / active EE | $2,925 | $7,992-63.4% | $8,070-63.8% | $4,648-37.1% |
| Admin fee / account holder | $81 | $338-76.1% | $13,006-99.4% | $430-81.2% |