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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,700 |
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 | $148,525 | $110,699+34.2% | $177,821-16.5% | $90,288+64.5% |
| Participation rate | 99.2% | 88.3%+10.8pp | 87.7%+11.4pp | 73.4%+25.8pp |
| Annual return | 20.11% | 22.79%-2.7pp | 48.32%-28.2pp | 53.97%-33.9pp |
| Employer contribution / active EE | $5,390 | $4,118+30.9% | $5,918-8.9% | $2,524+113.6% |
| Participant deferral / active EE | $13,452 | $6,731+99.8% | $7,714+74.4% | $4,232+217.8% |
| Admin fee / account holder | $3 | $90-96.4% | $12,427-100.0% | $114-97.2% |