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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,827 |
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 | $72,662 | $73,638-1.3% | $108,410-33.0% | $79,386-8.5% |
| Participation rate | 80.4% | 77.4%+3.1pp | 80.1%+0.3pp | 70.7%+9.7pp |
| Annual return | 19.09% | 33.27%-14.2pp | 905.27%-886.2pp | 116.85%-97.8pp |
| Employer contribution / active EE | $2,843 | $2,397+18.6% | $3,558-20.1% | $2,427+17.1% |
| Participant deferral / active EE | $11,612 | $6,218+86.8% | $6,563+76.9% | $4,046+187.0% |
| Admin fee / account holder | $16 | $638-97.5% | $7,295-99.8% | $626-97.5% |