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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,535 |
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 | $89,752 | $130,194-31.1% | $169,993-47.2% | $71,457+25.6% |
| Participation rate | 86.4% | 86.1%+0.2pp | 87.0%-0.6pp | 67.9%+18.4pp |
| Annual return | 24.13% | 20.37%+3.8pp | 53.37%-29.2pp | 28.85%-4.7pp |
| Employer contribution / active EE | $10,239 | $4,381+133.7% | $6,785+50.9% | $2,588+295.7% |
| Participant deferral / active EE | $18,426 | $6,923+166.2% | $10,408+77.0% | $4,289+329.6% |
| Admin fee / account holder | $6 | $966-99.4% | $12,815-100.0% | $1,587-99.6% |