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 | $30,702 |
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 | $125,221 | $84,936+47.4% | $111,297+12.5% | $79,386+57.7% |
| Participation rate | 96.4% | 75.9%+20.6pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 11.37% | 17.45%-6.1pp | 54.65%-43.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $4,371 | $1,979+120.9% | $2,731+60.1% | $2,427+80.1% |
| Participant deferral / active EE | $5,179 | $3,888+33.2% | $4,487+15.4% | $4,046+28.0% |
| Admin fee / account holder | $96 | $537-82.1% | $7,964-98.8% | $626-84.6% |