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 | $1,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,979 | $72,770-83.5% | $67,652-82.3% | $55,191-78.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.25% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,034 | $1,769-41.5% | $2,266-54.3% | $1,899-45.5% |
| Participant deferral / active EE | $800 | $3,408-76.5% | $3,560-77.5% | $3,046-73.7% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |