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 | $0 |
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 | $82,625 | $79,428+4.0% | $106,548-22.5% | $79,386+4.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 14.06% | 18.27%-4.2pp | 26.80%-12.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5,064 | $2,234+126.7% | $2,819+79.6% | $2,427+108.6% |
| Participant deferral / active EE | $4,243 | $3,823+11.0% | $4,398-3.5% | $4,046+4.9% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |