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 5-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 | $1,282 |
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 | $0 | $119,446-100.0% | $150,045-100.0% | $85,563-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 82.3%-82.3pp | 66.0%-66.0pp |
| Annual return | 24.35% | 23.72%+0.6pp | 62.55%-38.2pp | 31.51%-7.2pp |
| Employer contribution / active EE | $4,600 | $4,078+12.8% | $4,693-2.0% | $2,654+73.3% |
| Participant deferral / active EE | $13,367 | $7,985+67.4% | $7,997+67.1% | $4,375+205.5% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |