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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,693 |
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 | $98,758 | $83,884+17.7% | $64,056+54.2% | $74,419+32.7% |
| Participation rate | 99.5% | 76.6%+22.8pp | 72.3%+27.1pp | 70.7%+28.7pp |
| Annual return | 23.91% | 16.57%+7.3pp | 33.69%-9.8pp | 34.38%-10.5pp |
| Employer contribution / active EE | $6,651 | $3,084+115.7% | $2,747+142.2% | $2,637+152.2% |
| Participant deferral / active EE | $16,387 | $3,692+343.9% | $3,880+322.3% | $4,528+261.9% |
| Admin fee / account holder | $2 | $196-98.8% | $3,068-99.9% | $348-99.3% |