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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $360,183 |
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 | $121,250 | $90,410+34.1% | $91,001+33.2% | $77,958+55.5% |
| Participation rate | 98.4% | 86.4%+12.0pp | 75.6%+22.8pp | 71.6%+26.8pp |
| Annual return | 15.61% | 21.34%-5.7pp | 4.60%+11.0pp | 20.87%-5.3pp |
| Employer contribution / active EE | $4,411 | $3,392+30.1% | $2,456+79.6% | $2,310+90.9% |
| Participant deferral / active EE | $5,680 | $4,816+17.9% | $3,547+60.1% | $3,537+60.6% |
| Admin fee / account holder | $48 | $79-39.2% | $5,417-99.1% | $97-50.7% |