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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,635 |
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 | $134,970 | $77,660+73.8% | $109,143+23.7% | $79,386+70.0% |
| Participation rate | 90.5% | 67.8%+22.7pp | 75.9%+14.6pp | 70.7%+19.8pp |
| Annual return | 15.56% | 23.44%-7.9pp | 25.75%-10.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,311 | $2,797-53.1% | $3,722-64.8% | $2,427-46.0% |
| Participant deferral / active EE | $3,914 | $3,518+11.3% | $4,653-15.9% | $4,046-3.2% |
| Admin fee / account holder | $92 | $732-87.5% | $6,752-98.6% | $626-85.3% |