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 9-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 | $416,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,487 | $53,565+78.3% | $172,739-44.7% | $82,204+16.2% |
| Participation rate | 76.1% | 69.6%+6.4pp | 82.6%-6.6pp | 73.4%+2.7pp |
| Annual return | 19.69% | 31.42%-11.7pp | 802.84%-783.2pp | 26.31%-6.6pp |
| Employer contribution / active EE | $194 | $1,857-89.5% | $5,143-96.2% | $2,707-92.8% |
| Participant deferral / active EE | $1,765 | $3,006-41.3% | $5,198-66.0% | $4,246-58.4% |
| Admin fee / account holder | $37 | $61-39.1% | $13,954-99.7% | $76-50.6% |