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 6-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 | $45,268 |
TIMONIER ADVISORS4 years Service code 27 · EIN 56-2039017 | Advisory (Plan) | $25,140 |
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 | $17,355 | $50,982-66.0% | $154,803-88.8% | $85,563-79.7% |
| Participation rate | 88.1% | 59.8%+28.4pp | 78.1%+10.1pp | 66.0%+22.2pp |
| Annual return | 18.29% | 30.35%-12.1pp | 58.88%-40.6pp | 31.51%-13.2pp |
| Employer contribution / active EE | $359 | $1,708-79.0% | $4,305-91.7% | $2,654-86.5% |
| Participant deferral / active EE | $3,290 | $2,474+33.0% | $5,540-40.6% | $4,375-24.8% |
| Admin fee / account holder | $199 | $846-76.5% | $14,329-98.6% | $834-76.2% |