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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,347 |
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 | $38,159 | $82,202-53.6% | $125,339-69.6% | $64,808-41.1% |
| Participation rate | 97.4% | 77.9%+19.5pp | 82.4%+15.0pp | 71.5%+25.9pp |
| Annual return | -15.28% | 3.48%-18.8pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,658 | $3,615+28.8% | $4,814-3.2% | $2,506+85.9% |
| Participant deferral / active EE | $9,564 | $7,175+33.3% | $7,446+28.4% | $4,310+121.9% |
| Admin fee / account holder | $50 | $163-69.5% | $10,010-99.5% | $188-73.4% |