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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,660 |
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 | $82,312 | $79,184+4.0% | $102,438-19.6% | $74,546+10.4% |
| Participation rate | 95.8% | 74.8%+21.1pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 15.83% | 54.95%-39.1pp | 29.37%-13.5pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $3,066 | $2,362+29.8% | $3,024+1.4% | $2,624+16.8% |
| Participant deferral / active EE | $6,228 | $4,414+41.1% | $5,054+23.2% | $4,347+43.3% |
| Admin fee / account holder | $15 | $2,001-99.2% | $9,448-99.8% | $1,944-99.2% |