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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,563 | $41,647-41.0% | $96,139-74.5% | $86,799-71.7% |
| Participation rate | 26.1% | 50.2%-24.1pp | 68.4%-42.3pp | 72.3%-46.2pp |
| Annual return | 43.82% | 27.24%+16.6pp | 191.94%-148.1pp | 97.91%-54.1pp |
| Employer contribution / active EE | $929 | $1,318-29.5% | $2,797-66.8% | $2,405-61.4% |
| Participant deferral / active EE | $1,398 | $2,412-42.1% | $4,349-67.9% | $4,131-66.2% |
| Admin fee / account holder | $35 | $169-79.3% | $5,537-99.4% | $170-79.3% |