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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,525 |
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 | $27,184 | $82,202-66.9% | $125,339-78.3% | $64,808-58.1% |
| Participation rate | 95.3% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | -6.43% | 3.48%-9.9pp | 572.05%-578.5pp | 32.82%-39.3pp |
| Employer contribution / active EE | $4,107 | $3,615+13.6% | $4,814-14.7% | $2,506+63.9% |
| Participant deferral / active EE | $12,326 | $7,175+71.8% | $7,446+65.5% | $4,310+186.0% |
| Admin fee / account holder | $8 | $163-94.9% | $10,010-99.9% | $188-95.6% |