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) | $1,681,574 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $477,904 |
Service code 99 · EIN 94-1737782 | Other Fees | $5,036 |
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 | $252,810 | $99,062+155.2% | $136,007+85.9% | $99,062+155.2% |
| Participation rate | 87.8% | 71.6%+16.2pp | 76.5%+11.4pp | 71.6%+16.2pp |
| Annual return | 14.95% | 17.66%-2.7pp | 579.32%-564.4pp | 17.66%-2.7pp |
| Employer contribution / active EE | $8,846 | $3,262+171.2% | $4,217+109.8% | $3,262+171.2% |
| Participant deferral / active EE | $12,528 | $5,331+135.0% | $7,025+78.3% | $5,331+135.0% |
| Admin fee / account holder | $110 | $109+0.6% | $6,858-98.4% | $109+0.6% |