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 |
|---|---|---|
Service code 49 · EIN 59-3331424 | Other Services | $81,546 |
THE VANGUARD GROUP, INC.5 years Service code 13 · EIN 23-1945930 | Contract Administrator | $27,883 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,394 | $185,342-59.9% | $111,297-33.2% | $86,799-14.3% |
| Participation rate | 91.5% | 81.0%+10.5pp | 77.3%+14.2pp | 72.3%+19.2pp |
| Annual return | 14.16% | 500.80%-486.6pp | 54.65%-40.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,652 | $4,458+4.3% | $4,487+3.7% | $4,131+12.6% |
| Admin fee / account holder | $228 | $255-10.7% | $7,964-97.1% | $170+34.5% |