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 | $20,404 |
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 | $85,800 | $91,407-6.1% | $135,903-36.9% | $71,457+20.1% |
| Participation rate | 82.9% | 75.7%+7.3pp | 81.9%+1.0pp | 67.9%+15.0pp |
| Annual return | 17.60% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,630 | $3,703-56.0% | $4,856-66.4% | $2,588-37.0% |
| Participant deferral / active EE | $5,034 | $7,092-29.0% | $7,758-35.1% | $4,289+17.4% |
| Admin fee / account holder | $84 | $1,266-93.4% | $10,762-99.2% | $1,587-94.7% |