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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,961 |
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 | $26,727 | $69,477-61.5% | $94,646-71.8% | $71,457-62.6% |
| Participation rate | 84.6% | 78.4%+6.1pp | 80.8%+3.7pp | 67.9%+16.7pp |
| Annual return | 28.18% | 29.66%-1.5pp | 156.71%-128.5pp | 28.85%-0.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,629 | $7,345+44.7% | $7,418+43.3% | $4,289+147.8% |
| Admin fee / account holder | $58 | $1,210-95.2% | $7,231-99.2% | $1,587-96.4% |