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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $170,574 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $75,122 |
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 | $68,464 | $61,756+10.9% | $70,092-2.3% | $77,904-12.1% |
| Participation rate | 95.5% | 79.9%+15.6pp | 70.5%+25.0pp | 73.7%+21.8pp |
| Annual return | -15.28% | -11.86%-3.4pp | 190.73%-206.0pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,545 | $2,706-6.0% | $2,559-0.5% | $2,848-10.6% |
| Participant deferral / active EE | $6,217 | $3,977+56.3% | $3,849+61.5% | $4,806+29.4% |
| Admin fee / account holder | $100 | $101-1.4% | $6,267-98.4% | $133-24.6% |