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 | $5,565 |
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 | $283,700 | $81,908+246.4% | $90,749+212.6% | $64,808+337.8% |
| Participation rate | 97.4% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -15.56% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $16,008 | $3,065+422.3% | $2,921+448.1% | $2,506+538.8% |
| Participant deferral / active EE | $12,738 | $4,840+163.2% | $4,564+179.1% | $4,310+195.5% |
| Admin fee / account holder | $11 | $157-93.2% | $8,445-99.9% | $188-94.3% |