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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $275,741 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,501 | $112,623+156.2% | $106,213+171.6% | $199,593+44.5% |
| Participation rate | 67.6% | 86.2%-18.7pp | 75.3%-7.7pp | 72.0%-4.4pp |
| Annual return | 15.22% | 15.57%-0.3pp | 116.14%-100.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $6,766 | $4,575+47.9% | $3,171+113.3% | $3,034+123.0% |
| Participant deferral / active EE | $7,434 | $6,659+11.6% | $5,016+48.2% | $5,087+46.1% |
| Admin fee / account holder | $148 | $107+38.1% | $11,033-98.7% | $269-45.0% |