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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,183 |
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 | $232,794 | $92,055+152.9% | $106,213+119.2% | $77,643+199.8% |
| Participation rate | 85.0% | 81.0%+4.0pp | 75.3%+9.7pp | 70.6%+14.5pp |
| Annual return | 18.44% | 17.91%+0.5pp | 116.14%-97.7pp | 31.24%-12.8pp |
| Employer contribution / active EE | $15,230 | $3,367+352.3% | $3,171+380.2% | $2,726+458.7% |
| Participant deferral / active EE | $12,108 | $5,386+124.8% | $5,016+141.4% | $4,647+160.5% |
| Admin fee / account holder | $13 | $219-94.0% | $11,033-99.9% | $430-96.9% |