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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $67,989 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,596 |
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 | $346,078 | $88,890+289.3% | $102,423+237.9% | $77,643+345.7% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 14.09% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $8,975 | $2,698+232.7% | $3,023+196.9% | $2,726+229.3% |
| Participant deferral / active EE | $17,976 | $5,145+249.4% | $5,053+255.8% | $4,647+286.8% |
| Admin fee / account holder | $201 | $235-14.6% | $9,451-97.9% | $430-53.3% |