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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,877 |
Service code 72 | Other investment fees and expenses | $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 | $452,110 | $106,028+326.4% | $146,958+207.6% | $77,643+482.3% |
| Participation rate | 97.6% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.45% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $14,700 | $4,063+261.8% | $4,933+198.0% | $2,726+439.3% |
| Participant deferral / active EE | $14,375 | $7,990+79.9% | $8,070+78.1% | $4,647+209.3% |
| Admin fee / account holder | $69 | $337-79.6% | $12,998-99.5% | $430-84.0% |