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 5-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,700 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $81,250 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $32,533 |
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 | $48,607 | $73,034-33.4% | $77,163-37.0% | $80,160-39.4% |
| Participation rate | 95.9% | 78.1%+17.8pp | 69.6%+26.3pp | 72.9%+23.0pp |
| Annual return | 14.69% | 18.56%-3.9pp | 37.87%-23.2pp | 40.38%-25.7pp |
| Employer contribution / active EE | $1,685 | $2,779-39.4% | $2,535-33.5% | $2,978-43.4% |
| Participant deferral / active EE | $4,398 | $4,140+6.2% | $3,833+14.7% | $5,017-12.3% |
| Admin fee / account holder | $171 | $104+65.4% | $5,472-96.9% | $145+18.3% |