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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,048 |
Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,536 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
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 | $253,530 | $72,254+250.9% | $86,677+192.5% | $64,808+291.2% |
| Participation rate | 99.2% | 80.4%+18.8pp | 76.6%+22.6pp | 71.5%+27.7pp |
| Annual return | -18.33% | 392.42%-410.8pp | 35.91%-54.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $7,785 | $2,393+225.4% | $2,836+174.5% | $2,506+210.7% |
| Participant deferral / active EE | $15,357 | $4,658+229.7% | $4,656+229.9% | $4,310+256.3% |
| Admin fee / account holder | $147 | $174-15.7% | $7,493-98.0% | $188-22.0% |