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 |
|---|---|---|
Service code 27 · EIN 51-0295792 | Advisory (Plan) | $28,043 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $24,987 |
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 | $58,626 | $88,890-34.0% | $102,423-42.8% | $77,643-24.5% |
| Participation rate | 95.7% | 80.9%+14.7pp | 76.5%+19.2pp | 70.6%+25.1pp |
| Annual return | 14.00% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,948 | $2,698-27.8% | $3,023-35.6% | $2,726-28.6% |
| Participant deferral / active EE | $4,836 | $5,145-6.0% | $5,053-4.3% | $4,647+4.1% |
| Admin fee / account holder | $149 | $235-36.9% | $9,451-98.4% | $430-65.5% |