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 8-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 | $59,734 |
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 | $18,980 | $47,126-59.7% | $149,673-87.3% | $74,419-74.5% |
| Participation rate | 92.7% | 63.4%+29.3pp | 78.8%+13.9pp | 70.7%+21.9pp |
| Annual return | 22.67% | 22.75%-0.1pp | 134.42%-111.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $1,843 | $1,905-3.3% | $4,818-61.7% | $2,637-30.1% |
| Participant deferral / active EE | $4,270 | $2,728+56.5% | $5,680-24.8% | $4,528-5.7% |
| Admin fee / account holder | $109 | $343-68.1% | $13,210-99.2% | $348-68.5% |