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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,297 |
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 | $176,278 | $72,607+142.8% | $90,749+94.2% | $66,914+163.4% |
| Participation rate | 93.4% | 73.7%+19.8pp | 75.7%+17.8pp | 69.8%+23.6pp |
| Annual return | -14.75% | -12.28%-2.5pp | -12.16%-2.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,606 | $2,369-32.2% | $2,921-45.0% | $2,544-36.9% |
| Participant deferral / active EE | $5,611 | $3,977+41.1% | $4,564+22.9% | $4,237+32.4% |
| Admin fee / account holder | $106 | $707-85.0% | $8,445-98.7% | $593-82.2% |