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 3-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,413 |
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 | $162,239 | $89,248+81.8% | $136,007+19.3% | $74,495+117.8% |
| Participation rate | 97.8% | 69.4%+28.3pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 12.05% | 22.76%-10.7pp | 579.32%-567.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $4,951 | $2,838+74.5% | $4,217+17.4% | $2,623+88.8% |
| Participant deferral / active EE | $11,562 | $4,598+151.5% | $7,025+64.6% | $4,346+166.1% |
| Admin fee / account holder | $76 | $1,545-95.1% | $6,858-98.9% | $1,942-96.1% |