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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,970 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $109,974 | $84,487+30.2% | $125,339-12.3% | $66,914+64.4% |
| Participation rate | 93.9% | 76.4%+17.5pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | -17.55% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,191 | $3,553+18.0% | $4,814-12.9% | $2,544+64.7% |
| Participant deferral / active EE | $8,781 | $6,781+29.5% | $7,446+17.9% | $4,237+107.2% |
| Admin fee / account holder | $93 | $685-86.5% | $10,010-99.1% | $593-84.4% |