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 8-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 | $1,600 |
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 | $22,093 | $55,125-59.9% | $109,895-79.9% | $86,799-74.5% |
| Participation rate | 17.0% | 70.1%-53.0pp | 74.2%-57.2pp | 72.3%-55.2pp |
| Annual return | 27.87% | 26.20%+1.7pp | 29.45%-1.6pp | 97.91%-70.0pp |
| Employer contribution / active EE | $0 | $1,558-100.0% | $2,842-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,569 | $3,337-53.0% | $4,048-61.2% | $4,131-62.0% |
| Admin fee / account holder | $9 | $141-93.4% | $6,066-99.8% | $170-94.5% |