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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,725 |
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 | $293,475 | $104,317+181.3% | $159,436+84.1% | $86,799+238.1% |
| Participation rate | 72.1% | 77.7%-5.6pp | 82.8%-10.7pp | 72.3%-0.2pp |
| Annual return | 15.70% | 26.32%-10.6pp | 263.57%-247.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $10,066 | $6,837+47.2% | $7,352+36.9% | $4,131+143.7% |
| Admin fee / account holder | $4 | $172-97.5% | $10,799-100.0% | $170-97.4% |