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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,298 |
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 | $379,462 | $79,171+379.3% | $102,423+270.5% | $74,495+409.4% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 16.76% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $8,121 | $2,362+243.8% | $3,023+168.6% | $2,623+209.6% |
| Participant deferral / active EE | $15,736 | $4,415+256.4% | $5,053+211.4% | $4,346+262.1% |
| Admin fee / account holder | $124 | $2,001-93.8% | $9,451-98.7% | $1,942-93.6% |