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 | $117,636 |
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 | $238,889 | $188,991+26.4% | $103,476+130.9% | $199,593+19.7% |
| Participation rate | 98.4% | 93.2%+5.2pp | 80.5%+17.9pp | 72.0%+26.4pp |
| Annual return | 15.52% | 15.75%-0.2pp | 23.90%-8.4pp | 34.25%-18.7pp |
| Employer contribution / active EE | $10,028 | $6,583+52.3% | $4,672+114.6% | $3,034+230.5% |
| Participant deferral / active EE | $15,333 | $10,334+48.4% | $6,623+131.5% | $5,087+201.4% |
| Admin fee / account holder | $75 | $114-34.7% | $9,413-99.2% | $269-72.2% |