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 | $312,977 |
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 | $42,535 | $241,101-82.4% | $103,374-58.9% | $199,768-78.7% |
| Participation rate | 86.0% | 78.3%+7.8pp | 74.5%+11.5pp | 72.0%+14.0pp |
| Annual return | 13.85% | 17.80%-3.9pp | 24.89%-11.0pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,492 | $4,244-64.8% | $3,869-61.4% | $3,037-50.9% |
| Participant deferral / active EE | $4,756 | $3,958+20.2% | $5,058-6.0% | $5,090-6.6% |
| Admin fee / account holder | $112 | $288-60.9% | $8,394-98.7% | $269-58.2% |