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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $181,972 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,694 |
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 | $123,533 | $110,299+12.0% | $102,423+20.6% | $199,593-38.1% |
| Participation rate | 97.9% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 13.67% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $4,894 | $3,603+35.8% | $3,023+61.9% | $3,034+61.3% |
| Participant deferral / active EE | $6,854 | $6,376+7.5% | $5,053+35.6% | $5,087+34.7% |
| Admin fee / account holder | $90 | $122-26.0% | $9,451-99.0% | $269-66.4% |