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 | $139,954 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 14 · EIN 53-0181291 | Plan Administrator | $25,330 |
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 | $123,835 | $80,354+54.1% | $133,980-7.6% | $63,975+93.6% |
| Participation rate | 97.8% | 87.5%+10.3pp | 87.1%+10.7pp | 71.1%+26.6pp |
| Annual return | 7.50% | 13.11%-5.6pp | 29.30%-21.8pp | 48.65%-41.1pp |
| Employer contribution / active EE | $3,050 | $3,503-12.9% | $5,211-41.5% | $2,182+39.8% |
| Participant deferral / active EE | $5,277 | $5,239+0.7% | $6,282-16.0% | $3,356+57.2% |
| Admin fee / account holder | $99 | $69+42.7% | $9,324-98.9% | $70+40.4% |