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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,082 |
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 | $242,517 | $91,407+165.3% | $135,903+78.4% | $71,457+239.4% |
| Participation rate | 87.3% | 75.7%+11.6pp | 81.9%+5.4pp | 67.9%+19.3pp |
| Annual return | 16.36% | 29.90%-13.5pp | 68.23%-51.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $17,475 | $7,092+146.4% | $7,758+125.3% | $4,289+307.5% |
| Admin fee / account holder | $69 | $1,266-94.5% | $10,762-99.4% | $1,587-95.6% |