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.10+ years Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $18,920 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $286,179 | $145,877+96.2% | $150,045+90.7% | $102,872+178.2% |
| Participation rate | 98.2% | 79.8%+18.3pp | 82.3%+15.9pp | 73.0%+25.2pp |
| Annual return | 13.53% | 21.37%-7.8pp | 62.55%-49.0pp | 19.06%-5.5pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $16,499 | $9,491+73.8% | $7,997+106.3% | $5,535+198.1% |
| Admin fee / account holder | $2 | $176-99.0% | $13,435-100.0% | $292-99.4% |