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 | $4,628 |
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 | $138,663 | $86,286+60.7% | $111,297+24.6% | $85,850+61.5% |
| Participation rate | 95.3% | 73.3%+22.0pp | 77.3%+18.0pp | 69.3%+26.0pp |
| Annual return | 15.93% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,556 | $2,043+25.1% | $2,731-6.4% | $2,565-0.4% |
| Participant deferral / active EE | $5,778 | $3,641+58.7% | $4,487+28.8% | $3,952+46.2% |
| Admin fee / account holder | $26 | $8,188-99.7% | $7,964-99.7% | $6,260-99.6% |