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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,214 |
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 | $150,052 | $110,299+36.0% | $102,423+46.5% | $199,593-24.8% |
| Participation rate | 99.2% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.2pp |
| Annual return | 12.14% | 35.73%-23.6pp | 29.32%-17.2pp | 34.25%-22.1pp |
| Employer contribution / active EE | $6,673 | $3,603+85.2% | $3,023+120.7% | $3,034+119.9% |
| Participant deferral / active EE | $7,882 | $6,376+23.6% | $5,053+56.0% | $5,087+55.0% |
| Admin fee / account holder | $92 | $122-24.5% | $9,451-99.0% | $269-65.6% |