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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,090 |
DOMANI WEALTH LLC1 year Service code 27 · EIN 47-2424156 | Advisory (Plan) | $10,940 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,847 | $58,879-54.4% | $178,490-85.0% | $73,488-63.5% |
| Participation rate | 93.7% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+23.0pp |
| Annual return | 16.18% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $776 | $2,236-65.3% | $5,011-84.5% | $2,270-65.8% |
| Participant deferral / active EE | $2,438 | $2,567-5.1% | $5,202-53.1% | $3,740-34.8% |
| Admin fee / account holder | $182 | $400-54.5% | $13,984-98.7% | $513-64.5% |