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 |
|---|---|---|
DOMANI WEALTH LLC3 years Service code 27 · EIN 47-2424156 | Advisory (Plan) | $20,555 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,912 |
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 | $26,723 | $65,061-58.9% | $143,757-81.4% | $66,914-60.1% |
| Participation rate | 95.7% | 65.2%+30.5pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -16.89% | -11.14%-5.8pp | -0.04%-16.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,106 | $2,361-53.1% | $4,951-77.7% | $2,544-56.5% |
| Participant deferral / active EE | $3,209 | $2,919+9.9% | $5,637-43.1% | $4,237-24.3% |
| Admin fee / account holder | $215 | $502-57.2% | $14,673-98.5% | $593-63.8% |