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 Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,950 |
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 | $51,488 | $56,629-9.1% | $77,999-34.0% | $55,167-6.7% |
| Participation rate | 77.7% | 73.3%+4.4pp | 75.5%+2.2pp | 69.0%+8.7pp |
| Annual return | 7.23% | 2866.98%-2859.8pp | 425.96%-418.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $429 | $1,723-75.1% | $2,470-82.6% | $1,963-78.1% |
| Participant deferral / active EE | $2,392 | $2,777-13.9% | $3,497-31.6% | $3,054-21.7% |
| Admin fee / account holder | $3 | $467-99.3% | $5,480-99.9% | $504-99.3% |