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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,932 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,357 | $49,451+64.5% | $79,550+2.3% | $66,914+21.6% |
| Participation rate | 72.9% | 61.3%+11.6pp | 69.5%+3.4pp | 69.8%+3.1pp |
| Annual return | -15.84% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,312 | $1,266+3.7% | $2,413-45.6% | $2,544-48.4% |
| Participant deferral / active EE | $5,458 | $3,159+72.8% | $3,985+37.0% | $4,237+28.8% |
| Admin fee / account holder | $94 | $595-84.2% | $6,832-98.6% | $593-84.1% |