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 | $2,064 |
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 | $75,271 | $86,286-12.8% | $111,297-32.4% | $85,850-12.3% |
| Participation rate | 92.1% | 73.3%+18.8pp | 77.3%+14.8pp | 69.3%+22.8pp |
| Annual return | 14.91% | 19.99%-5.1pp | 54.65%-39.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,123 | $2,043-45.0% | $2,731-58.9% | $2,565-56.2% |
| Participant deferral / active EE | $3,935 | $3,641+8.1% | $4,487-12.3% | $3,952-0.4% |
| Admin fee / account holder | $19 | $8,188-99.8% | $7,964-99.8% | $6,260-99.7% |