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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,357 |
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 | $16,141 | $26,549-39.2% | $61,373-73.7% | $66,914-75.9% |
| Participation rate | 51.2% | 38.1%+13.2pp | 52.6%-1.3pp | 69.8%-18.6pp |
| Annual return | -18.01% | -16.21%-1.8pp | 338.61%-356.6pp | 1.58%-19.6pp |
| Employer contribution / active EE | $467 | $651-28.3% | $1,159-59.7% | $2,544-81.6% |
| Participant deferral / active EE | $1,392 | $1,338+4.1% | $2,125-34.5% | $4,237-67.1% |
| Admin fee / account holder | $43 | $409-89.4% | $2,130-98.0% | $593-92.7% |