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 | $675 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,229 | $121,341+123.5% | $189,513+43.1% | $79,386+241.7% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.8%+9.0pp | 70.7%+26.1pp |
| Annual return | 18.23% | 21.08%-2.9pp | 555.15%-536.9pp | 116.85%-98.6pp |
| Employer contribution / active EE | $30,711 | $3,915+684.5% | $6,162+398.4% | $2,427+1165.1% |
| Participant deferral / active EE | $12,695 | $6,395+98.5% | $8,221+54.4% | $4,046+213.8% |
| Admin fee / account holder | $11 | $651-98.3% | $12,045-99.9% | $626-98.2% |