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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,762 |
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 | $47,894 | $69,477-31.1% | $94,646-49.4% | $71,457-33.0% |
| Participation rate | 80.9% | 78.4%+2.4pp | 80.8%0pp | 67.9%+12.9pp |
| Annual return | 24.54% | 29.66%-5.1pp | 156.71%-132.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $3,290 | $2,853+15.3% | $3,672-10.4% | $2,588+27.1% |
| Participant deferral / active EE | $6,532 | $7,345-11.1% | $7,418-11.9% | $4,289+52.3% |
| Admin fee / account holder | $23 | $1,210-98.1% | $7,231-99.7% | $1,587-98.5% |