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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,000 |
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 | $152,482 | $95,274+60.0% | $135,903+12.2% | $74,419+104.9% |
| Participation rate | 81.4% | 78.2%+3.2pp | 81.9%-0.5pp | 70.7%+10.7pp |
| Annual return | 26.26% | 32.77%-6.5pp | 68.23%-42.0pp | 34.38%-8.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $16,054 | $7,782+106.3% | $7,758+106.9% | $4,528+254.5% |
| Admin fee / account holder | $1 | $266-99.7% | $10,762-100.0% | $348-99.8% |