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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,678 |
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 | $242,890 | $104,919+131.5% | $116,228+109.0% | $85,563+183.9% |
| Participation rate | 89.3% | 78.6%+10.7pp | 74.6%+14.8pp | 66.0%+23.4pp |
| Annual return | 15.06% | 15.38%-0.3pp | 90.06%-75.0pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,679 | $3,485-51.8% | $2,994-43.9% | $2,654-36.7% |
| Participant deferral / active EE | $7,318 | $5,306+37.9% | $4,953+47.7% | $4,375+67.3% |
| Admin fee / account holder | $23 | $429-94.5% | $11,989-99.8% | $834-97.2% |