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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,299 |
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 | $79,302 | $78,852+0.6% | $76,768+3.3% | $75,289+5.3% |
| Participation rate | 97.9% | 85.0%+12.9pp | 77.0%+20.9pp | 72.4%+25.5pp |
| Annual return | 9.81% | -1.29%+11.1pp | 2.43%+7.4pp | -0.04%+9.8pp |
| Employer contribution / active EE | $1,585 | $2,794-43.3% | $2,485-36.2% | $2,405-34.1% |
| Participant deferral / active EE | $4,069 | $4,800-15.2% | $3,852+5.6% | $3,739+8.8% |
| Admin fee / account holder | $82 | $79+3.4% | $6,675-98.8% | $102-20.2% |