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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $152,595 |
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 | $127,701 | $167,950-24.0% | $112,887+13.1% | $80,160+59.3% |
| Participation rate | 97.4% | 94.5%+2.8pp | 80.5%+16.9pp | 72.9%+24.4pp |
| Annual return | 31.57% | 18.78%+12.8pp | 34.10%-2.5pp | 40.38%-8.8pp |
| Employer contribution / active EE | $7,708 | $6,272+22.9% | $4,563+68.9% | $2,978+158.8% |
| Participant deferral / active EE | $8,083 | $9,857-18.0% | $6,513+24.1% | $5,017+61.1% |
| Admin fee / account holder | $83 | $104-19.7% | $7,047-98.8% | $145-42.5% |