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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,158 |
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 | $60,160 | $37,393+60.9% | $77,024-21.9% | $66,914-10.1% |
| Participation rate | 91.8% | 52.9%+39.0pp | 67.9%+23.9pp | 69.8%+22.0pp |
| Annual return | -17.17% | -3.29%-13.9pp | 42.32%-59.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $4,805 | $1,531+213.8% | $2,812+70.8% | $2,544+88.8% |
| Participant deferral / active EE | $9,741 | $2,617+272.2% | $4,426+120.1% | $4,237+129.9% |
| Admin fee / account holder | $24 | $567-95.7% | $5,425-99.6% | $593-95.9% |