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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $291,953 |
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 | $105,907 | $117,928-10.2% | $77,999+35.8% | $65,292+62.2% |
| Participation rate | 80.6% | 85.6%-5.0pp | 75.5%+5.1pp | 72.4%+8.2pp |
| Annual return | -2.02% | 11.37%-13.4pp | 425.96%-428.0pp | 11.84%-13.9pp |
| Employer contribution / active EE | $3,521 | $3,999-12.0% | $2,470+42.5% | $2,302+53.0% |
| Participant deferral / active EE | $4,206 | $5,945-29.3% | $3,497+20.3% | $3,579+17.5% |
| Admin fee / account holder | $40 | $66-39.7% | $5,480-99.3% | $57-30.4% |