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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,909 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,267 |
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 | $67,566 | $87,621-22.9% | $86,436-21.8% | $77,904-13.3% |
| Participation rate | 98.4% | 85.8%+12.6pp | 80.3%+18.1pp | 73.7%+24.7pp |
| Annual return | -15.64% | -13.90%-1.7pp | 4394.89%-4410.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $5,565 | $3,474+60.2% | $3,769+47.7% | $2,848+95.4% |
| Participant deferral / active EE | $19,943 | $8,645+130.7% | $6,952+186.9% | $4,806+315.0% |
| Admin fee / account holder | $32 | $85-62.4% | $6,731-99.5% | $133-76.0% |