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 8-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $11,863 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,567 | $52,293-87.4% | $178,490-96.3% | $73,409-91.1% |
| Participation rate | 96.3% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.2pp |
| Annual return | 44.93% | 34.75%+10.2pp | 151.07%-106.1pp | 59.29%-14.4pp |
| Employer contribution / active EE | $675 | $1,735-61.1% | $5,011-86.5% | $2,234-69.8% |
| Participant deferral / active EE | $2,078 | $2,332-10.9% | $5,202-60.1% | $3,805-45.4% |
| Admin fee / account holder | $26 | $127-79.4% | $13,984-99.8% | $158-83.4% |