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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,700 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $18,750 |
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 | $141,165 | $55,415+154.7% | $155,509-9.2% | $74,495+89.5% |
| Participation rate | 92.9% | 61.9%+31.0pp | 78.2%+14.7pp | 67.2%+25.7pp |
| Annual return | 11.88% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $5,305 | $2,267+134.0% | $4,672+13.5% | $2,623+102.3% |
| Participant deferral / active EE | $4,320 | $2,836+52.3% | $5,626-23.2% | $4,346-0.6% |
| Admin fee / account holder | $254 | $1,738-85.4% | $15,912-98.4% | $1,942-86.9% |