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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,357 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,344 |
Service code 16 · EIN 52-1754364 | Consulting | $29,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,289 | $42,504-7.6% | $159,960-75.4% | $77,904-49.6% |
| Participation rate | 67.3% | 66.9%+0.4pp | 78.0%-10.6pp | 73.7%-6.4pp |
| Annual return | -14.15% | -12.43%-1.7pp | 408.60%-422.7pp | 12.21%-26.4pp |
| Employer contribution / active EE | $1,363 | $1,684-19.0% | $4,226-67.7% | $2,848-52.1% |
| Participant deferral / active EE | $1,351 | $3,919-65.5% | $6,182-78.2% | $4,806-71.9% |
| Admin fee / account holder | $113 | $98+16.3% | $8,698-98.7% | $133-14.4% |