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.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,980 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,955 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,143 | $122,693+175.6% | $184,203+83.6% | $199,593+69.4% |
| Participation rate | 98.7% | 86.8%+11.9pp | 86.8%+11.8pp | 72.0%+26.7pp |
| Annual return | 16.83% | 143.91%-127.1pp | 28.81%-12.0pp | 34.25%-17.4pp |
| Employer contribution / active EE | $9,838 | $4,584+114.6% | $6,427+53.1% | $3,034+224.2% |
| Participant deferral / active EE | $28,959 | $7,990+262.4% | $9,131+217.1% | $5,087+469.3% |
| Admin fee / account holder | $15 | $121-87.6% | $13,901-99.9% | $269-94.4% |