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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,579 |
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 | $51,137 | $38,312+33.5% | $100,671-49.2% | $59,188-13.6% |
| Participation rate | 48.4% | 57.4%-9.0pp | 70.7%-22.4pp | 69.4%-21.1pp |
| Annual return | -0.62% | 2.64%-3.3pp | 20.43%-21.0pp | 5.51%-6.1pp |
| Employer contribution / active EE | $186 | $1,183-84.3% | $4,012-95.4% | $2,098-91.1% |
| Participant deferral / active EE | $1,806 | $1,847-2.2% | $3,144-42.6% | $3,265-44.7% |
| Admin fee / account holder | $70 | $68+3.8% | $4,850-98.5% | $92-23.7% |