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 | $1,870 |
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 | $50,009 | $82,202-39.2% | $125,339-60.1% | $64,808-22.8% |
| Participation rate | 85.8% | 77.9%+7.9pp | 82.4%+3.4pp | 71.5%+14.3pp |
| Annual return | 51.82% | 3.48%+48.3pp | 572.05%-520.2pp | 32.82%+19.0pp |
| Employer contribution / active EE | $4,905 | $3,615+35.7% | $4,814+1.9% | $2,506+95.7% |
| Participant deferral / active EE | $12,488 | $7,175+74.0% | $7,446+67.7% | $4,310+189.7% |
| Admin fee / account holder | $4 | $163-97.3% | $10,010-100.0% | $188-97.7% |