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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $336,978 |
PARALLEL ADVISORS LLC1+ years Filed as: PARALLEL ADVISORS, LLC Service code 51 · EIN 20-4420591 | Investment Mgmt Fees | $156,655 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $134,009 |
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 | $100,055 | $57,610+73.7% | $154,803-35.4% | $102,872-2.7% |
| Participation rate | 96.8% | 59.5%+37.3pp | 78.1%+18.7pp | 73.0%+23.8pp |
| Annual return | 17.19% | 30.49%-13.3pp | 58.88%-41.7pp | 19.06%-1.9pp |
| Employer contribution / active EE | $4,402 | $1,883+133.8% | $4,305+2.2% | $3,526+24.8% |
| Participant deferral / active EE | $6,484 | $2,914+122.5% | $5,540+17.0% | $5,535+17.2% |
| Admin fee / account holder | $106 | $368-71.3% | $14,329-99.3% | $292-63.9% |