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 | $34,773 |
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 | $94,147 | $101,317-7.1% | $146,958-35.9% | $74,495+26.4% |
| Participation rate | 89.2% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+22.0pp |
| Annual return | 15.35% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $5,461 | $3,810+43.3% | $4,933+10.7% | $2,623+108.2% |
| Participant deferral / active EE | $15,242 | $7,303+108.7% | $8,070+88.9% | $4,346+250.7% |
| Admin fee / account holder | $47 | $1,739-97.3% | $12,998-99.6% | $1,942-97.6% |