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 | $165,788 |
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 | $37,528 | $45,000-16.6% | $143,757-73.9% | $77,904-51.8% |
| Participation rate | 96.6% | 66.8%+29.8pp | 80.3%+16.3pp | 73.7%+22.9pp |
| Annual return | -15.54% | 29.03%-44.6pp | -0.04%-15.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $870 | $1,870-53.5% | $4,951-82.4% | $2,848-69.5% |
| Participant deferral / active EE | $4,897 | $3,157+55.1% | $5,637-13.1% | $4,806+1.9% |
| Admin fee / account holder | $72 | $98-27.2% | $14,673-99.5% | $133-46.0% |