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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,332 |
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 | $75,937 | $79,124-4.0% | $60,874+24.7% | $64,808+17.2% |
| Participation rate | 99.2% | 77.7%+21.5pp | 73.1%+26.1pp | 71.5%+27.8pp |
| Annual return | -15.25% | -7.13%-8.1pp | 16.90%-32.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $5,670 | $3,050+85.9% | $2,701+109.9% | $2,506+126.3% |
| Participant deferral / active EE | $14,058 | $3,725+277.4% | $3,817+268.3% | $4,310+226.1% |
| Admin fee / account holder | $1 | $106-99.0% | $3,224-100.0% | $188-99.4% |