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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,476 |
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 | $116,165 | $128,472-9.6% | $81,367+42.8% | $59,188+96.3% |
| Participation rate | 98.6% | 92.5%+6.1pp | 82.3%+16.3pp | 69.4%+29.2pp |
| Annual return | -0.25% | 1.24%-1.5pp | -0.92%+0.7pp | 5.51%-5.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,930-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $11,124 | $6,963+59.7% | $5,383+106.6% | $3,265+240.7% |
| Admin fee / account holder | $64 | $71-10.4% | $8,926-99.3% | $92-30.7% |