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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,144 |
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 | $213,170 | $99,957+113.3% | $149,696+42.4% | $73,488+190.1% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.8pp | 70.7%+21.6pp |
| Annual return | 22.20% | 53.87%-31.7pp | 276.60%-254.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $830 | $3,191-74.0% | $4,644-82.1% | $2,270-63.4% |
| Participant deferral / active EE | $8,285 | $6,073+36.4% | $6,842+21.1% | $3,740+121.6% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |