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 5-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,150 |
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 | $146,066 | $188,991-22.7% | $103,476+41.2% | $199,593-26.8% |
| Participation rate | 96.8% | 93.2%+3.6pp | 80.5%+16.3pp | 72.0%+24.8pp |
| Annual return | 18.24% | 15.75%+2.5pp | 23.90%-5.7pp | 34.25%-16.0pp |
| Employer contribution / active EE | $10,665 | $6,583+62.0% | $4,672+128.3% | $3,034+251.5% |
| Participant deferral / active EE | $10,825 | $10,334+4.7% | $6,623+63.4% | $5,087+112.8% |
| Admin fee / account holder | $87 | $114-23.8% | $9,413-99.1% | $269-67.6% |