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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,196 |
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 | $202,515 | $84,784+138.9% | $98,439+105.7% | $74,419+172.1% |
| Participation rate | 89.7% | 81.5%+8.2pp | 75.2%+14.6pp | 70.7%+19.0pp |
| Annual return | 17.21% | 20.59%-3.4pp | 21.16%-3.9pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,534 | $3,364-54.4% | $3,048-49.7% | $2,637-41.9% |
| Participant deferral / active EE | $6,641 | $5,218+27.3% | $4,738+40.2% | $4,528+46.7% |
| Admin fee / account holder | $16 | $204-92.4% | $8,948-99.8% | $348-95.5% |