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 15 · EIN 23-1945930 | Recordkeeping | $20,309 |
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 | $61,720 | $92,055-33.0% | $106,213-41.9% | $77,643-20.5% |
| Participation rate | 94.1% | 81.0%+13.1pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 9.70% | 17.91%-8.2pp | 116.14%-106.4pp | 31.24%-21.5pp |
| Employer contribution / active EE | $3,868 | $3,367+14.9% | $3,171+22.0% | $2,726+41.9% |
| Participant deferral / active EE | $5,677 | $5,386+5.4% | $5,016+13.2% | $4,647+22.2% |
| Admin fee / account holder | $37 | $219-83.0% | $11,033-99.7% | $430-91.4% |