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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $436,211 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $41,100 |
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 | $189,737 | $80,354+136.1% | $133,980+41.6% | $63,975+196.6% |
| Participation rate | 97.9% | 87.5%+10.4pp | 87.1%+10.8pp | 71.1%+26.8pp |
| Annual return | 19.53% | 13.11%+6.4pp | 29.30%-9.8pp | 48.65%-29.1pp |
| Employer contribution / active EE | $1,345 | $3,503-61.6% | $5,211-74.2% | $2,182-38.3% |
| Participant deferral / active EE | $10,562 | $5,239+101.6% | $6,282+68.1% | $3,356+214.7% |
| Admin fee / account holder | $116 | $69+67.9% | $9,324-98.8% | $70+65.2% |