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 3-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 | $40,150 |
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 | $98,058 | $95,274+2.9% | $135,903-27.8% | $74,419+31.8% |
| Participation rate | 97.7% | 78.2%+19.5pp | 81.9%+15.8pp | 70.7%+26.9pp |
| Annual return | 22.34% | 32.77%-10.4pp | 68.23%-45.9pp | 34.38%-12.0pp |
| Employer contribution / active EE | $4,670 | $3,874+20.5% | $4,856-3.8% | $2,637+77.1% |
| Participant deferral / active EE | $10,973 | $7,782+41.0% | $7,758+41.4% | $4,528+142.3% |
| Admin fee / account holder | $95 | $266-64.3% | $10,762-99.1% | $348-72.7% |