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 | $11,405 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,390 | $82,202+230.1% | $125,339+116.5% | $64,808+318.8% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -14.62% | 3.48%-18.1pp | 572.05%-586.7pp | 32.82%-47.4pp |
| Employer contribution / active EE | $8,278 | $3,615+129.0% | $4,814+72.0% | $2,506+230.4% |
| Participant deferral / active EE | $10,857 | $7,175+51.3% | $7,446+45.8% | $4,310+151.9% |
| Admin fee / account holder | $8 | $163-94.9% | $10,010-99.9% | $188-95.6% |