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 | $20,024 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $121,876 | $101,317+20.3% | $146,958-17.1% | $74,495+63.6% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-2.9pp | 67.2%+12.0pp |
| Annual return | 17.07% | 8730.91%-8713.8pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,534 | $3,810-59.7% | $4,933-68.9% | $2,623-41.5% |
| Participant deferral / active EE | $10,263 | $7,303+40.5% | $8,070+27.2% | $4,346+136.2% |
| Admin fee / account holder | $142 | $1,739-91.8% | $12,998-98.9% | $1,942-92.7% |