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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,654 |
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 | $189,351 | $102,553+84.6% | $151,611+24.9% | $66,914+183.0% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -16.18% | -10.82%-5.4pp | 3.33%-19.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $11,428 | $4,180+173.4% | $6,166+85.3% | $2,544+349.2% |
| Participant deferral / active EE | $19,556 | $6,641+194.5% | $8,363+133.8% | $4,237+361.6% |
| Admin fee / account holder | $3 | $630-99.6% | $11,616-100.0% | $593-99.5% |