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 Service code 15 · EIN 23-1945930 | Recordkeeping | $95 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,704 | $91,190+309.8% | $178,490+109.4% | $79,858+368.0% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 8.24% | 24.19%-16.0pp | 151.07%-142.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $3,546 | $3,256+8.9% | $5,011-29.2% | $2,471+43.5% |
| Participant deferral / active EE | $11,111 | $3,236+243.4% | $5,202+113.6% | $3,740+197.1% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |