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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,950 |
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 | $179,093 | $67,505+165.3% | $105,218+70.2% | $67,505+165.3% |
| Participation rate | 88.3% | 71.2%+17.1pp | 77.2%+11.1pp | 71.2%+17.1pp |
| Annual return | -1.33% | 6.52%-7.9pp | 5.33%-6.7pp | 6.52%-7.9pp |
| Employer contribution / active EE | $3,278 | $2,173+50.9% | $3,255+0.7% | $2,173+50.9% |
| Participant deferral / active EE | $6,859 | $3,597+90.7% | $4,867+41.0% | $3,597+90.7% |
| Admin fee / account holder | $1 | $56-99.0% | $6,992-100.0% | $56-99.0% |