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 | $17,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,682 | $58,879-41.1% | $178,490-80.6% | $73,488-52.8% |
| Participation rate | 66.1% | 66.2%-0.1pp | 81.9%-15.8pp | 70.7%-4.6pp |
| Annual return | 12.14% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $25 | $2,236-98.9% | $5,011-99.5% | $2,270-98.9% |
| Participant deferral / active EE | $2,818 | $2,567+9.7% | $5,202-45.8% | $3,740-24.7% |
| Admin fee / account holder | $96 | $400-76.0% | $13,984-99.3% | $513-81.3% |