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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,388 |
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 | $131,587 | $79,171+66.2% | $102,423+28.5% | $74,495+76.6% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.9pp | 67.2%+25.1pp |
| Annual return | 14.19% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,446 | $2,362-38.8% | $3,023-52.2% | $2,623-44.9% |
| Participant deferral / active EE | $5,625 | $4,415+27.4% | $5,053+11.3% | $4,346+29.4% |
| Admin fee / account holder | $61 | $2,001-96.9% | $9,451-99.4% | $1,942-96.8% |