See peer percentile detail. $4.99 for your first month.
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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 | $119,323 |
Filed as: MESIROW FINANCIAL INC Service code 16 · EIN 36-3194849 | Consulting | $51,000 |
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 | $68,086 | $87,621-22.3% | $86,436-21.2% | $77,904-12.6% |
| Participation rate | 56.4% | 85.8%-29.4pp | 80.3%-23.9pp | 73.7%-17.2pp |
| Annual return | -12.74% | -13.90%+1.2pp | 4394.89%-4407.6pp | 12.21%-24.9pp |
| Employer contribution / active EE | $0 | $3,474-100.0% | $3,769-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,720 | $8,645-80.1% | $6,952-75.3% | $4,806-64.2% |
| Admin fee / account holder | $115 | $85+35.7% | $6,731-98.3% | $133-13.3% |