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 6-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 |
|---|---|---|
AMPLIUS WEALTH ADVISORS LLC2 years Service code 26 · EIN 86-2302068 | Advisory (Participants) | $30,981 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $19,449 |
Service code 14 · EIN 20-4780677 | Plan Administrator | $3,875 |
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 | $52,561 | $103,024-49.0% | $112,040-53.1% | $79,634-34.0% |
| Participation rate | 58.1% | 80.6%-22.5pp | 76.5%-18.4pp | 62.5%-4.4pp |
| Annual return | 25.37% | 17.60%+7.8pp | 24.52%+0.9pp | 36.46%-11.1pp |
| Employer contribution / active EE | $1,627 | $3,015-46.0% | $2,954-44.9% | $2,529-35.7% |
| Participant deferral / active EE | $3,294 | $5,233-37.0% | $5,098-35.4% | $3,835-14.1% |
| Admin fee / account holder | $274 | $465-41.0% | $12,098-97.7% | $1,002-72.6% |