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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,176 | $44,960-28.4% | $84,966-62.1% | $74,495-56.8% |
| Participation rate | 30.5% | 49.4%-18.8pp | 67.5%-37.0pp | 67.2%-36.7pp |
| Annual return | 14.61% | 26.24%-11.6pp | 66.38%-51.8pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $53 | $1,457-96.4% | $2,727-98.1% | $2,623-98.0% |
| Participant deferral / active EE | $2,610 | $2,731-4.4% | $4,519-42.2% | $4,346-39.9% |
| Admin fee / account holder | $71 | $2,209-96.8% | $6,149-98.8% | $1,942-96.4% |