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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $90,024 |
AMERICAN FUNDS7 years Filed as: CAPITAL STRATEGIES INV GROUP LLC Service code 27 · EIN 26-4789150 | Advisory (Plan) | $37,500 |
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 | $359,023 | $63,770+463.0% | $71,209+404.2% | $102,872+249.0% |
| Participation rate | 98.3% | 61.0%+37.3pp | 73.8%+24.6pp | 73.0%+25.3pp |
| Annual return | 20.87% | 16.01%+4.9pp | 282.51%-261.6pp | 19.06%+1.8pp |
| Employer contribution / active EE | $9,469 | $2,367+300.1% | $2,721+248.0% | $3,526+168.5% |
| Participant deferral / active EE | $33,402 | $3,587+831.3% | $4,175+700.0% | $5,535+503.5% |
| Admin fee / account holder | $87 | $220-60.3% | $5,349-98.4% | $292-70.2% |