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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,468 |
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 | $212,395 | $92,055+130.7% | $106,213+100.0% | $77,643+173.6% |
| Participation rate | 89.6% | 81.0%+8.6pp | 75.3%+14.4pp | 70.6%+19.1pp |
| Annual return | 15.04% | 17.91%-2.9pp | 116.14%-101.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,595 | $3,367-52.6% | $3,171-49.7% | $2,726-41.5% |
| Participant deferral / active EE | $6,728 | $5,386+24.9% | $5,016+34.1% | $4,647+44.8% |
| Admin fee / account holder | $20 | $219-90.8% | $11,033-99.8% | $430-95.3% |