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 | $12,873 |
Employer 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 | $138,962 | $104,475+33.0% | $159,436-12.8% | $79,386+75.0% |
| Participation rate | 81.8% | 76.6%+5.2pp | 82.8%-1.0pp | 70.7%+11.1pp |
| Annual return | 19.29% | 67.95%-48.7pp | 263.57%-244.3pp | 116.85%-97.6pp |
| Employer contribution / active EE | $71 | $3,417-97.9% | $4,829-98.5% | $2,427-97.1% |
| Participant deferral / active EE | $14,090 | $6,467+117.9% | $7,352+91.6% | $4,046+248.3% |
| Admin fee / account holder | $42 | $711-94.1% | $10,799-99.6% | $626-93.3% |