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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,741 |
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 | $214,146 | $172,932+23.8% | $119,258+79.6% | $86,799+146.7% |
| Participation rate | 96.7% | 89.4%+7.3pp | 82.7%+14.0pp | 72.3%+24.5pp |
| Annual return | 19.74% | 20.96%-1.2pp | 30.69%-11.0pp | 97.91%-78.2pp |
| Employer contribution / active EE | $10,086 | $5,487+83.8% | $4,384+130.0% | $2,405+319.3% |
| Participant deferral / active EE | $11,270 | $8,466+33.1% | $6,111+84.4% | $4,131+172.8% |
| Admin fee / account holder | $52 | $150-65.1% | $7,226-99.3% | $170-69.1% |