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 | $1,025 |
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 | $217,416 | $102,553+112.0% | $151,611+43.4% | $66,914+224.9% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.0pp | 69.8%+29.7pp |
| Annual return | -17.88% | -10.82%-7.1pp | 3.33%-21.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $30,248 | $4,180+623.6% | $6,166+390.6% | $2,544+1088.9% |
| Participant deferral / active EE | $13,150 | $6,641+98.0% | $8,363+57.2% | $4,237+210.4% |
| Admin fee / account holder | $15 | $630-97.6% | $11,616-99.9% | $593-97.4% |