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 | $109,541 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,883 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,777 | $93,131+125.2% | $106,548+96.9% | $86,799+141.7% |
| Participation rate | 98.8% | 81.4%+17.3pp | 76.1%+22.6pp | 72.3%+26.5pp |
| Annual return | 12.14% | 19.45%-7.3pp | 26.80%-14.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $5,202 | $2,895+79.7% | $2,819+84.5% | $2,405+116.3% |
| Participant deferral / active EE | $8,344 | $4,708+77.2% | $4,398+89.7% | $4,131+102.0% |
| Admin fee / account holder | $102 | $145-29.4% | $7,407-98.6% | $170-39.6% |