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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,687 |
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 | $323,846 | $99,078+226.9% | $96,544+235.4% | $74,419+335.2% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.6pp |
| Annual return | 20.97% | 22.48%-1.5pp | 25.84%-4.9pp | 34.38%-13.4pp |
| Employer contribution / active EE | $6,457 | $2,570+151.2% | $2,965+117.8% | $2,637+144.8% |
| Participant deferral / active EE | $15,901 | $4,933+222.3% | $4,851+227.8% | $4,528+251.2% |
| Admin fee / account holder | $92 | $225-58.9% | $8,252-98.9% | $348-73.5% |