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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,010 |
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 | $92,967 | $86,929+6.9% | $102,423-9.2% | $80,856+15.0% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 17.06% | 18.88%-1.8pp | 29.32%-12.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,014 | $2,369+27.2% | $3,023-0.3% | $2,755+9.4% |
| Participant deferral / active EE | $6,064 | $4,118+47.2% | $5,053+20.0% | $4,296+41.2% |
| Admin fee / account holder | $5 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |