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 | $68,952 |
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 | $81,968 | $95,388-14.1% | $125,339-34.6% | $77,904+5.2% |
| Participation rate | 98.6% | 78.6%+20.0pp | 82.4%+16.2pp | 73.7%+24.9pp |
| Annual return | -16.74% | 116.19%-132.9pp | 572.05%-588.8pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,554 | $3,666-3.1% | $4,814-26.2% | $2,848+24.8% |
| Participant deferral / active EE | $9,606 | $7,711+24.6% | $7,446+29.0% | $4,806+99.9% |
| Admin fee / account holder | $24 | $119-80.0% | $10,010-99.8% | $133-82.1% |