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 | $13,122 |
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 | $203,103 | $79,428+155.7% | $106,548+90.6% | $79,386+155.8% |
| Participation rate | 96.2% | 74.1%+22.0pp | 76.1%+20.0pp | 70.7%+25.5pp |
| Annual return | 14.29% | 18.27%-4.0pp | 26.80%-12.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,593 | $2,234-28.7% | $2,819-43.5% | $2,427-34.4% |
| Participant deferral / active EE | $5,111 | $3,823+33.7% | $4,398+16.2% | $4,046+26.3% |
| Admin fee / account holder | $60 | $523-88.6% | $7,407-99.2% | $626-90.5% |