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 | $3,358 |
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 | $68,462 | $71,883-4.8% | $86,677-21.0% | $68,4940% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -11.91% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,171 | $2,173-46.1% | $2,836-58.7% | $2,596-54.9% |
| Participant deferral / active EE | $4,627 | $3,779+22.5% | $4,656-0.6% | $4,027+14.9% |
| Admin fee / account holder | $31 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |