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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,801 |
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 | $53,409 | $84,487-36.8% | $125,339-57.4% | $66,914-20.2% |
| Participation rate | 79.8% | 76.4%+3.4pp | 82.4%-2.6pp | 69.8%+10.0pp |
| Annual return | -19.70% | -8.39%-11.3pp | 572.05%-591.8pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,430 | $3,553-31.6% | $4,814-49.5% | $2,544-4.5% |
| Participant deferral / active EE | $4,295 | $6,781-36.7% | $7,446-42.3% | $4,237+1.4% |
| Admin fee / account holder | $46 | $685-93.2% | $10,010-99.5% | $593-92.2% |