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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,105 |
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 | $87,387 | $78,275+11.6% | $109,143-19.9% | $86,799+0.7% |
| Participation rate | 92.9% | 73.8%+19.1pp | 75.9%+17.1pp | 72.3%+20.7pp |
| Annual return | 14.13% | 19.14%-5.0pp | 25.75%-11.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,013 | $3,105-35.2% | $3,722-45.9% | $2,405-16.3% |
| Participant deferral / active EE | $3,852 | $3,641+5.8% | $4,653-17.2% | $4,131-6.8% |
| Admin fee / account holder | $10 | $198-94.9% | $6,752-99.8% | $170-94.0% |