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 | $130,838 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $51,811 |
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 | $161,812 | $104,631+54.7% | $98,439+64.4% | $80,160+101.9% |
| Participation rate | 98.9% | 87.5%+11.3pp | 75.2%+23.7pp | 72.9%+25.9pp |
| Annual return | 18.16% | 34.72%-16.6pp | 21.16%-3.0pp | 40.38%-22.2pp |
| Employer contribution / active EE | $5,551 | $4,517+22.9% | $3,048+82.1% | $2,978+86.4% |
| Participant deferral / active EE | $8,974 | $6,545+37.1% | $4,738+89.4% | $5,017+78.9% |
| Admin fee / account holder | $113 | $105+8.0% | $8,948-98.7% | $145-21.9% |