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 | $19,960 |
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 | $169,917 | $92,055+84.6% | $106,213+60.0% | $77,643+118.8% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.6pp | 70.6%+24.3pp |
| Annual return | 13.59% | 17.91%-4.3pp | 116.14%-102.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $15,620 | $3,367+363.9% | $3,171+392.5% | $2,726+473.0% |
| Participant deferral / active EE | $13,353 | $5,386+147.9% | $5,016+166.2% | $4,647+187.3% |
| Admin fee / account holder | $16 | $219-92.8% | $11,033-99.9% | $430-96.4% |