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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,101 | $46,292-73.9% | $143,757-91.6% | $64,808-81.3% |
| Participation rate | 93.5% | 64.2%+29.3pp | 80.3%+13.2pp | 71.5%+22.1pp |
| Annual return | -17.34% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,632 | $1,910-14.6% | $4,951-67.0% | $2,506-34.9% |
| Participant deferral / active EE | $3,782 | $2,646+43.0% | $5,637-32.9% | $4,310-12.2% |
| Admin fee / account holder | $99 | $154-35.4% | $14,673-99.3% | $188-47.1% |