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 | $14,308 |
Annual investment return 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 | $106,684 | $84,487+26.3% | $125,339-14.9% | $66,914+59.4% |
| Participation rate | 84.7% | 76.4%+8.3pp | 82.4%+2.3pp | 69.8%+14.9pp |
| Annual return | -19.42% | -8.39%-11.0pp | 572.05%-591.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $14,182 | $6,781+109.1% | $7,446+90.5% | $4,237+234.7% |
| Admin fee / account holder | $44 | $685-93.5% | $10,010-99.6% | $593-92.5% |