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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,785 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,215 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,685 | $106,028+207.2% | $146,958+121.6% | $77,643+319.5% |
| Participation rate | 88.6% | 78.4%+10.2pp | 82.2%+6.4pp | 70.6%+18.0pp |
| Annual return | 11.86% | 56.73%-44.9pp | 418.34%-406.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,919 | $4,063-3.5% | $4,933-20.5% | $2,726+43.8% |
| Participant deferral / active EE | $10,165 | $7,990+27.2% | $8,070+26.0% | $4,647+118.7% |
| Admin fee / account holder | $103 | $337-69.5% | $12,998-99.2% | $430-76.1% |