Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,555 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $10,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,561 | $50,820-79.2% | $155,567-93.2% | $77,671-86.4% |
| Participation rate | 47.5% | 63.1%-15.7pp | 78.2%-30.7pp | 70.6%-23.1pp |
| Annual return | 17.55% | 34.85%-17.3pp | 64.74%-47.2pp | 31.21%-13.7pp |
| Employer contribution / active EE | $446 | $1,993-77.6% | $4,674-90.5% | $2,726-83.7% |
| Participant deferral / active EE | $2,166 | $2,823-23.3% | $5,628-61.5% | $4,648-53.4% |
| Admin fee / account holder | $119 | $436-72.7% | $15,916-99.3% | $430-72.4% |