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 | $6,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,987 | $40,385-35.7% | $80,569-67.7% | $74,419-65.1% |
| Participation rate | 8.5% | 47.4%-38.9pp | 67.0%-58.5pp | 70.7%-62.2pp |
| Annual return | 3.77% | 164.85%-161.1pp | 935.43%-931.7pp | 34.38%-30.6pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $506 | $2,674-81.1% | $4,447-88.6% | $4,528-88.8% |
| Admin fee / account holder | $41 | $720-94.3% | $5,377-99.2% | $348-88.2% |