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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $476,044 |
Service code 16 · EIN 80-0833114 | Consulting | $127,500 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $117,456 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE, LLP Service code 99 · EIN 95-2036255 | Other Fees | $24,000 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,562 | $89,808+17.5% | $100,391+5.2% | $77,643+36.0% |
| Participation rate | 95.1% | 81.2%+13.9pp | 81.5%+13.7pp | 70.6%+24.6pp |
| Annual return | 15.54% | 20.62%-5.1pp | 49.20%-33.7pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,102 | $3,039+35.0% | $3,942+4.1% | $2,726+50.5% |
| Participant deferral / active EE | $13,771 | $8,284+66.2% | $8,082+70.4% | $4,647+196.3% |
| Admin fee / account holder | $137 | $174-21.6% | $7,899-98.3% | $430-68.2% |