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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,211 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $29,361 |
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 | $177,212 | $89,436+98.1% | $164,813+7.5% | $77,643+128.2% |
| Participation rate | 95.1% | 78.6%+16.4pp | 78.6%+16.5pp | 70.6%+24.5pp |
| Annual return | 18.96% | 28.83%-9.9pp | 69.93%-51.0pp | 31.24%-12.3pp |
| Employer contribution / active EE | $7,352 | $2,569+186.2% | $4,341+69.4% | $2,726+169.7% |
| Participant deferral / active EE | $11,114 | $4,897+127.0% | $6,031+84.3% | $4,647+139.2% |
| Admin fee / account holder | $67 | $339-80.1% | $12,690-99.5% | $430-84.3% |