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 | $72,969 |
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 | $296,063 | $95,388+210.4% | $125,339+136.2% | $77,904+280.0% |
| Participation rate | 98.8% | 78.6%+20.2pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | -16.45% | 116.19%-132.6pp | 572.05%-588.5pp | 12.21%-28.7pp |
| Employer contribution / active EE | $13,112 | $3,666+257.6% | $4,814+172.4% | $2,848+360.4% |
| Participant deferral / active EE | $13,268 | $7,711+72.1% | $7,446+78.2% | $4,806+176.1% |
| Admin fee / account holder | $39 | $119-67.5% | $10,010-99.6% | $133-70.9% |