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 |
|---|---|---|
Service code 49 · EIN 59-3331424 | Other Services | $95,780 |
THE VANGUARD GROUP, INC.6 years Service code 13 · EIN 23-1945930 | Contract Administrator | $35,240 |
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 | $52,369 | $72,254-27.5% | $86,677-39.6% | $64,808-19.2% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -19.62% | 392.42%-412.0pp | 35.91%-55.5pp | 32.82%-52.4pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,682 | $4,658+0.5% | $4,656+0.6% | $4,310+8.6% |
| Admin fee / account holder | $261 | $174+50.1% | $7,493-96.5% | $188+39.0% |