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 | $22,796 |
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 | $30,990 | $61,156-49.3% | $185,823-83.3% | $79,386-61.0% |
| Participation rate | 98.8% | 66.6%+32.2pp | 81.7%+17.1pp | 70.7%+28.1pp |
| Annual return | 14.37% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,490 | $2,321-35.8% | $5,167-71.2% | $2,427-38.6% |
| Participant deferral / active EE | $3,635 | $2,789+30.4% | $5,568-34.7% | $4,046-10.1% |
| Admin fee / account holder | $93 | $710-86.8% | $16,237-99.4% | $626-85.1% |