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 9-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 | $473,410 |
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 | $103,393 | $63,259+63.4% | $178,490-42.1% | $93,223+10.9% |
| Participation rate | 95.1% | 72.1%+23.0pp | 81.9%+13.2pp | 74.9%+20.2pp |
| Annual return | 18.57% | 19.93%-1.4pp | 151.07%-132.5pp | 19.29%-0.7pp |
| Employer contribution / active EE | $695 | $1,865-62.7% | $5,011-86.1% | $2,680-74.1% |
| Participant deferral / active EE | $9,113 | $3,372+170.2% | $5,202+75.2% | $4,563+99.7% |
| Admin fee / account holder | $41 | $58-29.5% | $13,984-99.7% | $79-48.4% |