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 7-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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,678 |
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 | $95,351 | $60,323+58.1% | $81,812+16.5% | $74,495+28.0% |
| Participation rate | 28.7% | 62.9%-34.1pp | 72.3%-43.6pp | 67.2%-38.5pp |
| Annual return | 12.89% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,383 | $3,387-29.7% | $4,319-44.8% | $4,346-45.2% |
| Admin fee / account holder | $68 | $1,486-95.4% | $7,386-99.1% | $1,942-96.5% |