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 | $110,483-100.0% | $145,433-100.0% | $79,634-100.0% |
| Participation rate | 0.0% | 71.1%-71.1pp | 82.1%-82.1pp | 62.5%-62.5pp |
| Annual return | 24.35% | 24.62%-0.3pp | 66.58%-42.2pp | 36.46%-12.1pp |
| Employer contribution / active EE | $4,600 | $4,053+13.5% | $4,554+1.0% | $2,529+81.9% |
| Participant deferral / active EE | $13,367 | $7,216+85.2% | $7,897+69.3% | $3,835+248.6% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |