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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,743 | $73,360-67.6% | $177,989-86.7% | $74,495-68.1% |
| Participation rate | 50.0% | 66.6%-16.6pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 15.39% | 17.49%-2.1pp | 294.48%-279.1pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $630 | $2,216-71.6% | $3,949-84.1% | $2,623-76.0% |
| Participant deferral / active EE | $1,696 | $4,513-62.4% | $6,276-73.0% | $4,346-61.0% |
| Admin fee / account holder | $71 | $1,808-96.1% | $10,363-99.3% | $1,942-96.3% |