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 6-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,448 |
STEPHANO SLACK LLC4 years Service code 10 · EIN 16-1710665 | Accounting | $17,900 |
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 | $129,795 | $106,028+22.4% | $146,958-11.7% | $77,643+67.2% |
| Participation rate | 98.7% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 17.34% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,455 | $4,063+9.6% | $4,933-9.7% | $2,726+63.4% |
| Participant deferral / active EE | $13,595 | $7,990+70.2% | $8,070+68.5% | $4,647+192.5% |
| Admin fee / account holder | $144 | $337-57.3% | $12,998-98.9% | $430-66.5% |