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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,124 |
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 | $59,708 | $52,149+14.5% | $122,332-51.2% | $77,958-23.4% |
| Participation rate | 47.7% | 58.6%-10.8pp | 71.6%-23.9pp | 71.6%-23.9pp |
| Annual return | 15.38% | 17.75%-2.4pp | 30.27%-14.9pp | 20.87%-5.5pp |
| Employer contribution / active EE | $209 | $1,750-88.1% | $4,050-94.9% | $2,310-91.0% |
| Participant deferral / active EE | $1,831 | $2,114-13.4% | $3,287-44.3% | $3,537-48.2% |
| Admin fee / account holder | $72 | $93-22.7% | $5,478-98.7% | $97-26.1% |