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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,830 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,572 | $100,801+63.3% | $149,696+9.9% | $73,409+124.2% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.5pp |
| Annual return | 12.71% | 265.34%-252.6pp | 276.60%-263.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $2,144 | $3,312-35.3% | $4,644-53.8% | $2,234-4.0% |
| Participant deferral / active EE | $15,993 | $6,404+149.7% | $6,842+133.8% | $3,805+320.3% |
| Admin fee / account holder | $3 | $181-98.3% | $9,309-100.0% | $158-98.0% |