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 6-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,125 |
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 | $64,796 | $102,553-36.8% | $151,611-57.3% | $66,914-3.2% |
| Participation rate | 86.3% | 85.5%+0.8pp | 87.5%-1.2pp | 69.8%+16.5pp |
| Annual return | -16.25% | -10.82%-5.4pp | 3.33%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $8,023 | $4,180+91.9% | $6,166+30.1% | $2,544+215.4% |
| Participant deferral / active EE | $14,787 | $6,641+122.7% | $8,363+76.8% | $4,237+249.0% |
| Admin fee / account holder | $9 | $630-98.6% | $11,616-99.9% | $593-98.6% |