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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,739 |
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 | $277,905 | $87,168+218.8% | $98,907+181.0% | - |
| Participation rate | 99.6% | 73.1%+26.5pp | 76.0%+23.6pp | - |
| Annual return | 14.32% | 9.75%+4.6pp | 196.43%-182.1pp | - |
| Employer contribution / active EE | $5,290 | $2,509+110.9% | $2,689+96.7% | - |
| Participant deferral / active EE | $6,690 | $3,188+109.8% | $4,244+57.6% | - |
| Admin fee / account holder | $17 | $3,143-99.5% | $6,642-99.7% | - |