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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,653,019 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $882,315 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $4,200 |
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 | $214,557 | $101,517+111.4% | $453,369-52.7% | $101,517+111.4% |
| Participation rate | 91.1% | 74.6%+16.5pp | 78.0%+13.1pp | 74.6%+16.5pp |
| Annual return | 14.94% | 21.00%-6.1pp | 64.40%-49.5pp | 21.00%-6.1pp |
| Employer contribution / active EE | $7,364 | $2,973+147.7% | $4,070+80.9% | $2,973+147.7% |
| Participant deferral / active EE | $10,508 | $4,873+115.6% | $6,209+69.3% | $4,873+115.6% |
| Admin fee / account holder | $109 | $139-21.9% | $11,209-99.0% | $139-21.9% |