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 3-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,081 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,090 | $64,612-67.4% | $86,436-75.6% | $64,808-67.5% |
| Participation rate | 76.3% | 81.5%-5.2pp | 80.3%-4.0pp | 71.5%+4.8pp |
| Annual return | 0.00% | 0.66%-0.7pp | 4394.89%-4394.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,956 | $7,497+6.1% | $6,952+14.5% | $4,310+84.6% |
| Admin fee / account holder | $28 | $169-83.7% | $6,731-99.6% | $188-85.3% |