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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,863 |
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 | $98,927 | $72,254+36.9% | $86,677+14.1% | $64,808+52.6% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.6%+0.3pp | 71.5%+5.4pp |
| Annual return | -10.64% | 392.42%-403.1pp | 35.91%-46.6pp | 32.82%-43.5pp |
| Employer contribution / active EE | $6,024 | $2,393+151.8% | $2,836+112.4% | $2,506+140.4% |
| Participant deferral / active EE | $7,294 | $4,658+56.6% | $4,656+56.7% | $4,310+69.2% |
| Admin fee / account holder | $15 | $174-91.4% | $7,493-99.8% | $188-92.0% |