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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $172,908 |
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 | $163,172 | $62,544+160.9% | $129,207+26.3% | $199,593-18.2% |
| Participation rate | 97.6% | 56.8%+40.8pp | 69.6%+28.0pp | 72.0%+25.6pp |
| Annual return | 13.98% | 16.95%-3.0pp | 9417.33%-9403.3pp | 34.25%-20.3pp |
| Employer contribution / active EE | $776 | $2,394-67.6% | $4,153-81.3% | $3,034-74.4% |
| Participant deferral / active EE | $12,587 | $3,123+303.0% | $4,168+202.0% | $5,087+147.4% |
| Admin fee / account holder | $64 | $167-61.9% | $7,715-99.2% | $269-76.3% |