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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,805 |
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 | $434,803 | $47,977+806.3% | $154,107+182.1% | $56,287+672.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -1.81% | 3.54%-5.4pp | 735.12%-736.9pp | -9.96%+8.1pp |
| Employer contribution / active EE | $28,891 | $2,169+1232.2% | $5,298+445.4% | $2,111+1268.6% |
| Participant deferral / active EE | $7,387 | $2,392+208.8% | $5,081+45.4% | $3,350+120.5% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |