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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,607 |
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 | $76,614 | $91,407-16.2% | $135,903-43.6% | $71,457+7.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 81.9%+7.0pp | 67.9%+21.0pp |
| Annual return | 18.57% | 29.90%-11.3pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $5,232 | $3,703+41.3% | $4,856+7.7% | $2,588+102.2% |
| Participant deferral / active EE | $17,240 | $7,092+143.1% | $7,758+122.2% | $4,289+302.0% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.9% |