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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,126 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,825 |
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 | $269,103 | $130,194+106.7% | $169,993+58.3% | $71,457+276.6% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 20.82% | 20.37%+0.5pp | 53.37%-32.6pp | 28.85%-8.0pp |
| Employer contribution / active EE | $37,770 | $4,381+762.1% | $6,785+456.6% | $2,588+1359.6% |
| Participant deferral / active EE | $15,161 | $6,923+119.0% | $10,408+45.7% | $4,289+253.5% |
| Admin fee / account holder | $25 | $966-97.4% | $12,815-99.8% | $1,587-98.4% |