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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $443,127 |
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 | $122,520 | $156,529-21.7% | $93,606+30.9% | $82,204+49.0% |
| Participation rate | 97.9% | 86.5%+11.4pp | 75.8%+22.1pp | 73.4%+24.5pp |
| Annual return | 24.85% | 20.36%+4.5pp | 32.76%-7.9pp | 26.31%-1.5pp |
| Employer contribution / active EE | $4,143 | $4,800-13.7% | $2,718+52.4% | $2,707+53.0% |
| Participant deferral / active EE | $5,466 | $6,674-18.1% | $4,069+34.3% | $4,246+28.7% |
| Admin fee / account holder | $63 | $65-3.2% | $7,888-99.2% | $76-17.1% |