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 | $36,788 |
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 | $58,996 | $95,274-38.1% | $135,903-56.6% | $74,419-20.7% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 21.05% | 32.77%-11.7pp | 68.23%-47.2pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,524 | $3,874-9.0% | $4,856-27.4% | $2,637+33.6% |
| Participant deferral / active EE | $6,501 | $7,782-16.5% | $7,758-16.2% | $4,528+43.6% |
| Admin fee / account holder | $70 | $266-73.9% | $10,762-99.4% | $348-80.0% |