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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,738 |
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 | $55,717 | $91,407-39.0% | $135,903-59.0% | $71,457-22.0% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 26.56% | 29.90%-3.3pp | 68.23%-41.7pp | 28.85%-2.3pp |
| Employer contribution / active EE | $7,050 | $3,703+90.4% | $4,856+45.2% | $2,588+172.4% |
| Participant deferral / active EE | $14,402 | $7,092+103.1% | $7,758+85.6% | $4,289+235.8% |
| Admin fee / account holder | $79 | $1,266-93.8% | $10,762-99.3% | $1,587-95.0% |