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 | $1,795 |
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 | $80,744 | $89,808-10.1% | $100,391-19.6% | $77,643+4.0% |
| Participation rate | 82.6% | 81.2%+1.4pp | 81.5%+1.1pp | 70.6%+12.0pp |
| Annual return | 16.70% | 20.62%-3.9pp | 49.20%-32.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $13,888 | $3,039+357.0% | $3,942+252.3% | $2,726+409.5% |
| Participant deferral / active EE | $4,974 | $8,284-40.0% | $8,082-38.5% | $4,647+7.0% |
| Admin fee / account holder | $4 | $174-97.5% | $7,899-99.9% | $430-99.0% |