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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,888 |
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 | $47,960 | $82,202-41.7% | $125,339-61.7% | $64,808-26.0% |
| Participation rate | 93.2% | 77.9%+15.3pp | 82.4%+10.8pp | 71.5%+21.7pp |
| Annual return | -16.41% | 3.48%-19.9pp | 572.05%-588.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,148 | $3,615-12.9% | $4,814-34.6% | $2,506+25.6% |
| Participant deferral / active EE | $6,089 | $7,175-15.1% | $7,446-18.2% | $4,310+41.3% |
| Admin fee / account holder | $51 | $163-68.9% | $10,010-99.5% | $188-73.0% |