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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,372 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 11 · EIN 30-1413443 | Actuarial | $18,270 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $46,221 | $58,644-21.2% | $177,989-74.0% | $199,593-76.8% |
| Participation rate | 63.6% | 65.5%-1.8pp | 77.1%-13.4pp | 72.0%-8.3pp |
| Annual return | 10.86% | 19.25%-8.4pp | 294.48%-283.6pp | 34.25%-23.4pp |
| Employer contribution / active EE | $1,297 | $1,801-28.0% | $3,949-67.2% | $3,034-57.3% |
| Participant deferral / active EE | $1,457 | $4,248-65.7% | $6,276-76.8% | $5,087-71.4% |
| Admin fee / account holder | $97 | $145-33.0% | $10,363-99.1% | $269-63.8% |