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 | $1,660 |
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 | $134,794 | $48,230+179.5% | $67,502+99.7% | $80,856+66.7% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.6%+31.0pp |
| Annual return | 11.47% | 18.28%-6.8pp | 3512.12%-3500.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,590 | $2,020+176.8% | $2,731+104.7% | $2,755+102.9% |
| Participant deferral / active EE | $7,902 | $2,924+170.3% | $4,000+97.6% | $4,296+84.0% |
| Admin fee / account holder | $13 | $3,681-99.6% | $3,998-99.7% | $6,918-99.8% |