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 | $5,685 |
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 | $367,588 | $93,131+294.7% | $106,548+245.0% | $86,799+323.5% |
| Participation rate | 97.9% | 81.4%+16.4pp | 76.1%+21.7pp | 72.3%+25.6pp |
| Annual return | 21.36% | 19.45%+1.9pp | 26.80%-5.4pp | 97.91%-76.5pp |
| Employer contribution / active EE | $15,733 | $2,895+443.4% | $2,819+458.1% | $2,405+554.1% |
| Participant deferral / active EE | $12,135 | $4,708+157.7% | $4,398+175.9% | $4,131+193.8% |
| Admin fee / account holder | $14 | $145-90.7% | $7,407-99.8% | $170-92.0% |