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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,124 |
Employer contribution per participant 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 | $71,721 | $63,745+12.5% | $98,442-27.1% | $79,386-9.7% |
| Participation rate | 73.4% | 69.9%+3.5pp | 73.3%0pp | 70.7%+2.7pp |
| Annual return | 13.44% | 625.80%-612.4pp | 1492.73%-1479.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $73 | $2,557-97.2% | $2,960-97.5% | $2,427-97.0% |
| Participant deferral / active EE | $4,143 | $3,303+25.4% | $4,276-3.1% | $4,046+2.4% |
| Admin fee / account holder | $123 | $516-76.1% | $5,949-97.9% | $626-80.3% |