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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,324 |
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 | $106,616 | $63,905+66.8% | $74,183+43.7% | $57,658+84.9% |
| Participation rate | 96.1% | 79.8%+16.3pp | 76.6%+19.5pp | 70.2%+25.9pp |
| Annual return | 8.90% | 60.60%-51.7pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,151 | $1,840+71.2% | $2,370+32.9% | $1,974+59.6% |
| Participant deferral / active EE | $4,831 | $3,448+40.1% | $3,550+36.1% | $3,061+57.8% |
| Admin fee / account holder | $58 | $91-36.5% | $5,586-99.0% | $95-38.8% |