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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,472 |
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 | $100,962 | $72,770+38.7% | $67,652+49.2% | $55,191+82.9% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 69.2%+26.7pp |
| Annual return | 1.12% | -3.26%+4.4pp | 6625.04%-6623.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $3,036 | $1,769+71.6% | $2,266+34.0% | $1,899+59.9% |
| Participant deferral / active EE | $4,728 | $3,408+38.7% | $3,560+32.8% | $3,046+55.2% |
| Admin fee / account holder | $53 | $79-32.3% | $4,821-98.9% | $91-41.2% |