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 | $1,925 |
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 | $53,735 | $58,320-7.9% | $86,436-37.8% | $66,914-19.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 80.3%-3.5pp | 69.8%+7.1pp |
| Annual return | -16.92% | -9.71%-7.2pp | 4394.89%-4411.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $13,219 | $6,899+91.6% | $6,952+90.2% | $4,237+212.0% |
| Admin fee / account holder | $6 | $546-98.9% | $6,731-99.9% | $593-99.0% |