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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,818 |
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 | $138,187 | $84,936+62.7% | $111,297+24.2% | $79,386+74.1% |
| Participation rate | 92.4% | 75.9%+16.6pp | 77.3%+15.1pp | 70.7%+21.7pp |
| Annual return | 14.02% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,516 | $1,979+27.1% | $2,731-7.9% | $2,427+3.7% |
| Participant deferral / active EE | $6,906 | $3,888+77.6% | $4,487+53.9% | $4,046+70.7% |
| Admin fee / account holder | $25 | $537-95.4% | $7,964-99.7% | $626-96.0% |