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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $95 |
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 | $322,065 | $73,867+336.0% | $143,757+124.0% | $68,494+370.2% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.2pp |
| Annual return | -14.09% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $10,298 | $3,184+223.4% | $4,951+108.0% | $2,596+296.6% |
| Participant deferral / active EE | $9,960 | $3,384+194.3% | $5,637+76.7% | $4,027+147.3% |
| Admin fee / account holder | $36 | $5,755-99.4% | $14,673-99.8% | $5,403-99.3% |