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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,673 |
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 | $114,280 | $76,050+50.3% | $96,544+18.4% | $71,457+59.9% |
| Participation rate | 91.1% | 74.4%+16.7pp | 76.0%+15.1pp | 67.9%+23.2pp |
| Annual return | 14.85% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,816 | $2,244+25.5% | $2,965-5.0% | $2,588+8.8% |
| Participant deferral / active EE | $6,917 | $4,215+64.1% | $4,851+42.6% | $4,289+61.3% |
| Admin fee / account holder | $63 | $2,707-97.7% | $8,252-99.2% | $1,587-96.0% |