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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,900 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $71,957 |
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 | $81,679 | $73,034+11.8% | $77,163+5.9% | $80,160+1.9% |
| Participation rate | 95.9% | 78.1%+17.8pp | 69.6%+26.4pp | 72.9%+23.0pp |
| Annual return | 17.58% | 18.56%-1.0pp | 37.87%-20.3pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,581 | $2,779-7.1% | $2,535+1.8% | $2,978-13.3% |
| Participant deferral / active EE | $6,323 | $4,140+52.7% | $3,833+65.0% | $5,017+26.0% |
| Admin fee / account holder | $94 | $104-9.8% | $5,472-98.3% | $145-35.5% |