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 | $29,252 |
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 | $215,227 | $71,516+200.9% | $98,439+118.6% | $71,457+201.2% |
| Participation rate | 90.9% | 72.7%+18.2pp | 75.2%+15.7pp | 67.9%+23.0pp |
| Annual return | 19.14% | 32.41%-13.3pp | 21.16%-2.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,664 | $2,399-30.6% | $3,048-45.4% | $2,588-35.7% |
| Participant deferral / active EE | $5,902 | $4,109+43.6% | $4,738+24.6% | $4,289+37.6% |
| Admin fee / account holder | $153 | $1,675-90.8% | $8,948-98.3% | $1,587-90.3% |