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 | $29,351 |
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 | $239,479 | $78,485+205.1% | $106,213+125.5% | $74,495+221.5% |
| Participation rate | 89.4% | 72.8%+16.6pp | 75.3%+14.1pp | 67.2%+22.2pp |
| Annual return | 13.26% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,607 | $2,523-36.3% | $3,171-49.3% | $2,623-38.8% |
| Participant deferral / active EE | $5,635 | $4,322+30.4% | $5,016+12.3% | $4,346+29.7% |
| Admin fee / account holder | $153 | $2,232-93.2% | $11,033-98.6% | $1,942-92.1% |