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 | $8,790 |
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 | $207,332 | $84,784+144.5% | $98,439+110.6% | $74,419+178.6% |
| Participation rate | 97.7% | 81.5%+16.1pp | 75.2%+22.5pp | 70.7%+26.9pp |
| Annual return | 27.57% | 20.59%+7.0pp | 21.16%+6.4pp | 34.38%-6.8pp |
| Employer contribution / active EE | $15,577 | $3,364+363.0% | $3,048+411.1% | $2,637+490.6% |
| Participant deferral / active EE | $12,567 | $5,218+140.8% | $4,738+165.2% | $4,528+177.5% |
| Admin fee / account holder | $9 | $204-95.7% | $8,948-99.9% | $348-97.5% |