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 10-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 | $4,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,303 | $99,957-49.7% | $149,696-66.4% | $73,488-31.5% |
| Participation rate | 35.1% | 75.7%-40.6pp | 82.5%-47.4pp | 70.7%-35.6pp |
| Annual return | 16.51% | 53.87%-37.4pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,216 | $6,073-30.6% | $6,842-38.4% | $3,740+12.7% |
| Admin fee / account holder | $45 | $551-91.9% | $9,309-99.5% | $513-91.3% |