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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,225 |
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 | $109,809 | $74,024+48.3% | $77,999+40.8% | $57,658+90.4% |
| Participation rate | 99.3% | 79.7%+19.6pp | 75.5%+23.8pp | 70.2%+29.1pp |
| Annual return | 27.45% | 12.14%+15.3pp | 425.96%-398.5pp | 5.13%+22.3pp |
| Employer contribution / active EE | $10,350 | $2,365+337.6% | $2,470+319.0% | $1,974+424.4% |
| Participant deferral / active EE | $8,193 | $3,533+131.9% | $3,497+134.3% | $3,061+167.7% |
| Admin fee / account holder | $96 | $93+3.3% | $5,480-98.2% | $95+1.8% |