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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,533,284 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $825,398 |
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 | $184,396 | $78,044+136.3% | $115,756+59.3% | $78,044+136.3% |
| Participation rate | 89.2% | 74.4%+14.7pp | 77.1%+12.1pp | 74.4%+14.7pp |
| Annual return | -15.73% | 10.87%-26.6pp | 143.14%-158.9pp | 10.87%-26.6pp |
| Employer contribution / active EE | $8,335 | $3,125+166.7% | $3,793+119.8% | $3,125+166.7% |
| Participant deferral / active EE | $11,780 | $5,084+131.7% | $6,254+88.4% | $5,084+131.7% |
| Admin fee / account holder | $108 | $79+36.3% | $8,124-98.7% | $79+36.3% |