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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,793 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,350 |
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 | $332,678 | $122,239+172.2% | $184,203+80.6% | $74,495+346.6% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 16.83% | 19.95%-3.1pp | 28.81%-12.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $45,197 | $4,537+896.1% | $6,427+603.2% | $2,623+1623.1% |
| Participant deferral / active EE | $15,697 | $7,139+119.9% | $9,131+71.9% | $4,346+261.2% |
| Admin fee / account holder | $37 | $1,260-97.1% | $13,901-99.7% | $1,942-98.1% |