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 9-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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,545 |
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 | $46,515 | $79,013-41.1% | $100,391-53.7% | $74,495-37.6% |
| Participation rate | 99.2% | 79.5%+19.7pp | 81.5%+17.7pp | 67.2%+32.0pp |
| Annual return | 15.76% | 20.41%-4.7pp | 49.20%-33.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,746 | $3,021+57.1% | $3,942+20.4% | $2,623+80.9% |
| Participant deferral / active EE | $9,748 | $7,760+25.6% | $8,082+20.6% | $4,346+124.3% |
| Admin fee / account holder | $12 | $1,320-99.1% | $7,899-99.8% | $1,942-99.4% |