Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,655 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,998 | $88,982-67.4% | $102,438-71.7% | $77,671-62.7% |
| Participation rate | 84.4% | 80.9%+3.5pp | 76.5%+7.9pp | 70.6%+13.9pp |
| Annual return | 40.08% | 25.01%+15.1pp | 29.37%+10.7pp | 31.21%+8.9pp |
| Employer contribution / active EE | $2,514 | $2,698-6.8% | $3,024-16.8% | $2,726-7.8% |
| Participant deferral / active EE | $10,489 | $5,144+103.9% | $5,054+107.5% | $4,648+125.7% |
| Admin fee / account holder | $5 | $236-97.7% | $9,448-99.9% | $430-98.7% |