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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,540 |
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 | $14,924 | $84,487-82.3% | $125,339-88.1% | $66,914-77.7% |
| Participation rate | 96.6% | 76.4%+20.2pp | 82.4%+14.3pp | 69.8%+26.8pp |
| Annual return | -14.69% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,243 | $3,553-36.9% | $4,814-53.4% | $2,544-11.8% |
| Participant deferral / active EE | $4,878 | $6,781-28.1% | $7,446-34.5% | $4,237+15.1% |
| Admin fee / account holder | $10 | $685-98.6% | $10,010-99.9% | $593-98.4% |