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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,420 |
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 | $96,766 | $95,803+1.0% | $113,168-14.5% | $84,808+14.1% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,368 | $2,360+0.3% | $2,975-20.4% | $2,631-10.0% |
| Participant deferral / active EE | $5,830 | $4,242+37.4% | $5,107+14.2% | $4,212+38.4% |
| Admin fee / account holder | $7 | $8,989-99.9% | $12,068-99.9% | $7,344-99.9% |