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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,324 |
FOSTER & WOOD2 years Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $22,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,737 | $29,548+20.9% | $56,411-36.6% | $77,643-54.0% |
| Participation rate | 43.7% | 32.7%+11.0pp | 52.5%-8.8pp | 70.6%-26.9pp |
| Annual return | 25.22% | 19.01%+6.2pp | 1701.33%-1676.1pp | 31.24%-6.0pp |
| Employer contribution / active EE | $542 | $568-4.5% | $1,039-47.8% | $2,726-80.1% |
| Participant deferral / active EE | $1,609 | $1,061+51.7% | $1,952-17.6% | $4,647-65.4% |
| Admin fee / account holder | $341 | $1,046-67.4% | $2,829-87.9% | $430-20.7% |