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 | $3,590 |
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 | $65,928 | $100,923-34.7% | $150,045-56.1% | $74,304-11.3% |
| Participation rate | 81.8% | 70.1%+11.7pp | 82.3%-0.5pp | 60.3%+21.5pp |
| Annual return | 22.62% | 51.77%-29.1pp | 62.55%-39.9pp | 29.43%-6.8pp |
| Employer contribution / active EE | $5,174 | $3,463+49.4% | $4,693+10.3% | $2,241+130.9% |
| Participant deferral / active EE | $10,876 | $6,709+62.1% | $7,997+36.0% | $3,767+188.7% |
| Admin fee / account holder | $13 | $2,767-99.5% | $13,435-99.9% | $2,969-99.6% |