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 | $166,427 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $73,362 |
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 | $80,194 | $77,197+3.9% | $86,874-7.7% | $93,030-13.8% |
| Participation rate | 95.5% | 78.2%+17.3pp | 71.6%+23.8pp | 73.9%+21.6pp |
| Annual return | 14.28% | 16.31%-2.0pp | 63.52%-49.2pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,995 | $2,514-20.7% | $2,495-20.1% | $2,706-26.3% |
| Participant deferral / active EE | $6,061 | $3,831+58.2% | $3,699+63.8% | $4,562+32.8% |
| Admin fee / account holder | $101 | $105-3.9% | $5,828-98.3% | $152-33.5% |