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 | $825 |
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 | $149,465 | $104,317+43.3% | $159,436-6.3% | $86,799+72.2% |
| Participation rate | 79.5% | 77.7%+1.8pp | 82.8%-3.3pp | 72.3%+7.3pp |
| Annual return | 18.89% | 26.32%-7.4pp | 263.57%-244.7pp | 97.91%-79.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $13,466 | $6,837+97.0% | $7,352+83.2% | $4,131+226.0% |
| Admin fee / account holder | $1 | $172-99.6% | $10,799-100.0% | $170-99.6% |