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 | $88,360-25.4% | $145,433-54.7% | $67,986-3.0% |
| Participation rate | 81.8% | 65.5%+16.3pp | 82.1%-0.3pp | 57.2%+24.6pp |
| Annual return | 22.62% | 63.15%-40.5pp | 66.58%-44.0pp | 31.67%-9.0pp |
| Employer contribution / active EE | $5,174 | $3,054+69.4% | $4,554+13.6% | $2,019+156.3% |
| Participant deferral / active EE | $10,876 | $5,932+83.3% | $7,897+37.7% | $3,358+223.9% |
| Admin fee / account holder | $13 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |