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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,930 |
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 | $62,062 | $95,416-35.0% | $185,823-66.6% | $85,850-27.7% |
| Participation rate | 87.1% | 68.8%+18.3pp | 81.7%+5.4pp | 69.3%+17.8pp |
| Annual return | 15.61% | 23.59%-8.0pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $6,717 | $3,314+102.7% | $5,167+30.0% | $2,565+161.9% |
| Participant deferral / active EE | $10,779 | $3,423+214.9% | $5,568+93.6% | $3,952+172.8% |
| Admin fee / account holder | $74 | $7,213-99.0% | $16,237-99.5% | $6,260-98.8% |