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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,770 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,137 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $151,801 | $131,153+15.7% | $101,326+49.8% | $102,872+47.6% |
| Participation rate | 97.3% | 80.8%+16.6pp | 81.5%+15.8pp | 73.0%+24.3pp |
| Annual return | 26.01% | 23.05%+3.0pp | 36.82%-10.8pp | 19.06%+6.9pp |
| Employer contribution / active EE | $5,713 | $3,900+46.5% | $3,665+55.9% | $3,526+62.0% |
| Participant deferral / active EE | $25,333 | $10,801+134.5% | $7,994+216.9% | $5,535+357.7% |
| Admin fee / account holder | $26 | $140-81.4% | $11,185-99.8% | $292-91.1% |