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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,361 | $100,923-59.0% | $150,045-72.4% | $74,304-44.3% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.3%-27.2pp | 60.3%-5.2pp |
| Annual return | 26.91% | 51.77%-24.9pp | 62.55%-35.6pp | 29.43%-2.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,646 | $6,709-15.9% | $7,997-29.4% | $3,767+49.9% |
| Admin fee / account holder | $13 | $2,767-99.5% | $13,435-99.9% | $2,969-99.6% |