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) | $255,859 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $221,734 |
CROWE LLP4 years Service code 99 · EIN 35-0921680 | Other Fees | $33,175 |
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 | $222,414 | $95,918+131.9% | $151,611+46.7% | $77,904+185.5% |
| Participation rate | 95.4% | 88.7%+6.6pp | 87.5%+7.9pp | 73.7%+21.7pp |
| Annual return | -9.39% | -5.50%-3.9pp | 3.33%-12.7pp | 12.21%-21.6pp |
| Employer contribution / active EE | $12,390 | $4,330+186.1% | $6,166+100.9% | $2,848+335.1% |
| Participant deferral / active EE | $11,254 | $7,508+49.9% | $8,363+34.6% | $4,806+134.2% |
| Admin fee / account holder | $159 | $93+70.8% | $11,616-98.6% | $133+20.2% |