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 5-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 | $5,900 |
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 | $55,749 | $92,055-39.4% | $106,213-47.5% | $77,643-28.2% |
| Participation rate | 99.5% | 81.0%+18.5pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 27.32% | 17.91%+9.4pp | 116.14%-88.8pp | 31.24%-3.9pp |
| Employer contribution / active EE | $14,069 | $3,367+317.8% | $3,171+343.6% | $2,726+416.1% |
| Participant deferral / active EE | $17,671 | $5,386+228.1% | $5,016+252.3% | $4,647+280.2% |
| Admin fee / account holder | $12 | $219-94.5% | $11,033-99.9% | $430-97.2% |