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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,696 |
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 | $91,569 | $54,701+67.4% | $86,188+6.2% | $71,457+28.1% |
| Participation rate | 71.3% | 60.1%+11.1pp | 69.0%+2.3pp | 67.9%+3.3pp |
| Annual return | 14.85% | 20.06%-5.2pp | 1168.45%-1153.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,138 | $1,265-10.1% | $2,380-52.2% | $2,588-56.0% |
| Participant deferral / active EE | $4,787 | $3,108+54.0% | $3,985+20.1% | $4,289+11.6% |
| Admin fee / account holder | $111 | $1,922-94.2% | $6,852-98.4% | $1,587-93.0% |