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 9-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 16 · EIN 74-2794194 | Consulting | $131,546 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,118 | $89,274-66.3% | $149,718-79.9% | $77,958-61.4% |
| Participation rate | 97.8% | 87.6%+10.2pp | 87.1%+10.7pp | 71.6%+26.1pp |
| Annual return | 33.57% | 20.36%+13.2pp | 1501.63%-1468.1pp | 20.87%+12.7pp |
| Employer contribution / active EE | $3,169 | $3,727-15.0% | $5,445-41.8% | $2,310+37.2% |
| Participant deferral / active EE | $6,018 | $5,382+11.8% | $6,569-8.4% | $3,537+70.2% |
| Admin fee / account holder | $47 | $240-80.5% | $11,283-99.6% | $97-51.9% |