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 | $19,190 |
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 | $95,287 | $91,407+4.2% | $135,903-29.9% | $71,457+33.3% |
| Participation rate | 76.0% | 75.7%+0.4pp | 81.9%-5.9pp | 67.9%+8.1pp |
| Annual return | 21.13% | 29.90%-8.8pp | 68.23%-47.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $2,446 | $3,703-34.0% | $4,856-49.6% | $2,588-5.5% |
| Participant deferral / active EE | $8,158 | $7,092+15.0% | $7,758+5.2% | $4,289+90.2% |
| Admin fee / account holder | $122 | $1,266-90.4% | $10,762-98.9% | $1,587-92.3% |