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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,950 |
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 | $22,933 | $79,184-71.0% | $102,438-77.6% | $74,546-69.2% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 12.69% | 54.95%-42.3pp | 29.37%-16.7pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $900 | $2,362-61.9% | $3,024-70.2% | $2,624-65.7% |
| Participant deferral / active EE | $4,350 | $4,414-1.5% | $5,054-13.9% | $4,347+0.1% |
| Admin fee / account holder | $17 | $2,001-99.2% | $9,448-99.8% | $1,944-99.1% |