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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $236,439 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,544 |
CROWE LLP6 years Service code 99 · EIN 35-0921680 | Other Fees | $35,175 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,839 | $122,693+117.5% | $184,203+44.9% | $199,593+33.7% |
| Participation rate | 94.4% | 86.8%+7.6pp | 86.8%+7.6pp | 72.0%+22.4pp |
| Annual return | 12.71% | 143.91%-131.2pp | 28.81%-16.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $2,935 | $4,584-36.0% | $6,427-54.3% | $3,034-3.3% |
| Participant deferral / active EE | $12,031 | $7,990+50.6% | $9,131+31.8% | $5,087+136.5% |
| Admin fee / account holder | $145 | $121+20.6% | $13,901-99.0% | $269-45.9% |