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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,827 |
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 | $68,825 | $95,274-27.8% | $135,903-49.4% | $74,419-7.5% |
| Participation rate | 88.4% | 78.2%+10.2pp | 81.9%+6.5pp | 70.7%+17.7pp |
| Annual return | 24.22% | 32.77%-8.5pp | 68.23%-44.0pp | 34.38%-10.2pp |
| Employer contribution / active EE | $5,734 | $3,874+48.0% | $4,856+18.1% | $2,637+117.4% |
| Participant deferral / active EE | $15,382 | $7,782+97.7% | $7,758+98.3% | $4,528+239.7% |
| Admin fee / account holder | $8 | $266-97.1% | $10,762-99.9% | $348-97.8% |