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 | $88,360-53.2% | $145,433-71.6% | $67,986-39.2% |
| Participation rate | 55.2% | 65.5%-10.3pp | 82.1%-27.0pp | 57.2%-2.1pp |
| Annual return | 26.91% | 63.15%-36.2pp | 66.58%-39.7pp | 31.67%-4.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,646 | $5,932-4.8% | $7,897-28.5% | $3,358+68.1% |
| Admin fee / account holder | $13 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |