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 7-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,803 | $65,435-83.5% | $86,677-87.5% | $66,914-83.9% |
| Participation rate | 91.9% | 75.5%+16.5pp | 76.6%+15.4pp | 69.8%+22.1pp |
| Annual return | -17.47% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,117 | $4,100-24.0% | $4,656-33.1% | $4,237-26.4% |
| Admin fee / account holder | $22 | $642-96.6% | $7,493-99.7% | $593-96.3% |