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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $153,664 |
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 | $97,860 | $144,996-32.5% | $111,297-12.1% | $93,030+5.2% |
| Participation rate | 98.0% | 86.2%+11.9pp | 77.3%+20.7pp | 73.9%+24.1pp |
| Annual return | 29.29% | 18.26%+11.0pp | 54.65%-25.4pp | 158.70%-129.4pp |
| Employer contribution / active EE | $1,555 | $3,056-49.1% | $2,731-43.1% | $2,706-42.5% |
| Participant deferral / active EE | $4,837 | $5,587-13.4% | $4,487+7.8% | $4,562+6.0% |
| Admin fee / account holder | $104 | $103+0.4% | $7,964-98.7% | $152-31.5% |