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 | $97,665 |
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 | $219,278 | $167,950+30.6% | $112,887+94.2% | $80,160+173.6% |
| Participation rate | 98.4% | 94.5%+3.9pp | 80.5%+17.9pp | 72.9%+25.5pp |
| Annual return | 18.22% | 18.78%-0.6pp | 34.10%-15.9pp | 40.38%-22.2pp |
| Employer contribution / active EE | $9,145 | $6,272+45.8% | $4,563+100.4% | $2,978+207.1% |
| Participant deferral / active EE | $14,882 | $9,857+51.0% | $6,513+128.5% | $5,017+196.6% |
| Admin fee / account holder | $66 | $104-36.6% | $7,047-99.1% | $145-54.7% |