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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,876 |
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 | $94,182 | $59,263+58.9% | $96,562-2.5% | $79,386+18.6% |
| Participation rate | 75.2% | 61.9%+13.3pp | 69.8%+5.3pp | 70.7%+4.5pp |
| Annual return | 16.68% | 27.07%-10.4pp | 37.78%-21.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,369 | $1,216+12.6% | $2,356-41.9% | $2,427-43.6% |
| Participant deferral / active EE | $5,658 | $2,948+92.0% | $3,849+47.0% | $4,046+39.9% |
| Admin fee / account holder | $73 | $658-88.8% | $6,181-98.8% | $626-88.3% |