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 | $3,010 |
Annual investment return 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 | $90,066 | $82,202+9.6% | $125,339-28.1% | $64,808+39.0% |
| Participation rate | 96.0% | 77.9%+18.1pp | 82.4%+13.6pp | 71.5%+24.6pp |
| Annual return | -18.04% | 3.48%-21.5pp | 572.05%-590.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $13,025 | $7,175+81.5% | $7,446+74.9% | $4,310+202.2% |
| Admin fee / account holder | $5 | $163-96.9% | $10,010-99.9% | $188-97.3% |