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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,633 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,644 |
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 | $68,195 | $50,127+36.0% | $149,673-54.4% | $80,160-14.9% |
| Participation rate | 58.8% | 64.3%-5.5pp | 78.8%-20.0pp | 72.9%-14.2pp |
| Annual return | 21.24% | 29.82%-8.6pp | 134.42%-113.2pp | 40.38%-19.1pp |
| Employer contribution / active EE | $2,311 | $1,865+23.9% | $4,818-52.0% | $2,978-22.4% |
| Participant deferral / active EE | $5,120 | $3,194+60.3% | $5,680-9.9% | $5,017+2.1% |
| Admin fee / account holder | $29 | $153-81.1% | $13,210-99.8% | $145-80.1% |