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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,070 |
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 | $64,039 | $82,202-22.1% | $125,339-48.9% | $64,808-1.2% |
| Participation rate | 90.2% | 77.9%+12.3pp | 82.4%+7.8pp | 71.5%+18.7pp |
| Annual return | -15.35% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $5,618 | $3,615+55.4% | $4,814+16.7% | $2,506+124.2% |
| Participant deferral / active EE | $18,358 | $7,175+155.9% | $7,446+146.5% | $4,310+325.9% |
| Admin fee / account holder | $35 | $163-78.5% | $10,010-99.6% | $188-81.3% |