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 | $27,857 |
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 | $90,822 | $102,317-11.2% | $146,958-38.2% | $80,856+12.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 11.87% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,011 | $3,713-72.8% | $4,933-79.5% | $2,755-63.3% |
| Participant deferral / active EE | $4,970 | $6,644-25.2% | $8,070-38.4% | $4,296+15.7% |
| Admin fee / account holder | $151 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |