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 |
|---|---|---|
BOHLIN CYWINSKI JACKSON8+ years Service code 10 · EIN 23-2034089 | Accounting | $14,125 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,963 |
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 | $189,406 | $84,487+124.2% | $125,339+51.1% | $66,914+183.1% |
| Participation rate | 96.0% | 76.4%+19.6pp | 82.4%+13.7pp | 69.8%+26.2pp |
| Annual return | -17.57% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,940 | $3,553-45.4% | $4,814-59.7% | $2,544-23.8% |
| Participant deferral / active EE | $8,739 | $6,781+28.9% | $7,446+17.4% | $4,237+106.3% |
| Admin fee / account holder | $111 | $685-83.9% | $10,010-98.9% | $593-81.4% |