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 | $17,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $219,376 | $107,459+104.1% | $135,903+61.4% | $80,160+173.7% |
| Participation rate | 98.8% | 78.0%+20.7pp | 81.9%+16.9pp | 72.9%+25.9pp |
| Annual return | 17.16% | 91.91%-74.8pp | 68.23%-51.1pp | 40.38%-23.2pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $15,626 | $8,195+90.7% | $7,758+101.4% | $5,017+211.4% |
| Admin fee / account holder | $2 | $127-98.6% | $10,762-100.0% | $145-98.8% |