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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,240 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,125 |
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 | $393,851 | $132,049+198.3% | $200,582+96.4% | $74,304+430.1% |
| Participation rate | 99.4% | 84.1%+15.3pp | 86.9%+12.5pp | 60.3%+39.0pp |
| Annual return | 18.23% | 22.22%-4.0pp | 42.33%-24.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $53,798 | $4,558+1080.4% | $6,419+738.1% | $2,241+2300.4% |
| Participant deferral / active EE | $17,875 | $7,213+147.8% | $9,331+91.6% | $3,767+374.5% |
| Admin fee / account holder | $51 | $2,405-97.9% | $16,305-99.7% | $2,969-98.3% |