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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,711 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $194,322 | $187,277+3.8% | $112,977+72.0% | $90,288+115.2% |
| Participation rate | 96.9% | 91.6%+5.3pp | 82.6%+14.4pp | 73.4%+23.6pp |
| Annual return | 13.05% | 26.33%-13.3pp | 24.24%-11.2pp | 53.97%-40.9pp |
| Employer contribution / active EE | $3 | $5,263-99.9% | $4,255-99.9% | $2,524-99.9% |
| Participant deferral / active EE | $13,812 | $8,833+56.4% | $5,836+136.7% | $4,232+226.4% |
| Admin fee / account holder | $71 | $102-29.9% | $6,294-98.9% | $114-37.6% |