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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,350 |
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 | $75,200 | $176,491-57.4% | $95,952-21.6% | $90,288-16.7% |
| Participation rate | 97.7% | 86.6%+11.1pp | 77.1%+20.6pp | 73.4%+24.4pp |
| Annual return | 6.44% | 20.14%-13.7pp | 91.61%-85.2pp | 53.97%-47.5pp |
| Employer contribution / active EE | $1,554 | $2,789-44.3% | $2,541-38.9% | $2,524-38.4% |
| Participant deferral / active EE | $4,427 | $5,340-17.1% | $4,167+6.2% | $4,232+4.6% |
| Admin fee / account holder | $86 | $154-44.3% | $6,795-98.7% | $114-24.8% |