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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,515,534 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $709,766 |
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 | $220,193 | $103,482+112.8% | $130,231+69.1% | $103,482+112.8% |
| Participation rate | 88.2% | 73.3%+14.9pp | 76.3%+11.9pp | 73.3%+14.9pp |
| Annual return | 18.38% | 33.11%-14.7pp | 38.77%-20.4pp | 33.11%-14.7pp |
| Employer contribution / active EE | $8,481 | $3,208+164.4% | $4,126+105.6% | $3,208+164.4% |
| Participant deferral / active EE | $11,984 | $5,207+130.1% | $6,799+76.3% | $5,207+130.1% |
| Admin fee / account holder | $108 | $114-5.6% | $6,020-98.2% | $114-5.6% |