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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,784 |
DISCIPLINED INVESTORS LLC2 years Service code 27 · EIN 74-2889405 | Advisory (Plan) | $19,675 |
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 | $41,615 | $82,978-49.8% | $129,995-68.0% | $71,457-41.8% |
| Participation rate | 93.8% | 74.1%+19.8pp | 78.5%+15.3pp | 67.9%+25.9pp |
| Annual return | 16.97% | 20.60%-3.6pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,263 | $2,622-13.7% | $4,320-47.6% | $2,588-12.5% |
| Participant deferral / active EE | $5,247 | $4,432+18.4% | $5,820-9.8% | $4,289+22.3% |
| Admin fee / account holder | $182 | $1,729-89.5% | $10,614-98.3% | $1,587-88.5% |