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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,693 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $612,824 | $145,877+320.1% | $150,045+308.4% | $102,872+495.7% |
| Participation rate | 96.4% | 79.8%+16.5pp | 82.3%+14.0pp | 73.0%+23.3pp |
| Annual return | 15.35% | 21.37%-6.0pp | 62.55%-47.2pp | 19.06%-3.7pp |
| Employer contribution / active EE | $14,243 | $4,710+202.4% | $4,693+203.5% | $3,526+303.9% |
| Participant deferral / active EE | $15,009 | $9,491+58.1% | $7,997+87.7% | $5,535+171.2% |
| Admin fee / account holder | $44 | $176-74.8% | $13,435-99.7% | $292-84.8% |