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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $151,165 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $33,191 |
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 | $56,915 | $104,697-45.6% | $96,544-41.0% | $80,160-29.0% |
| Participation rate | 94.0% | 86.4%+7.7pp | 76.0%+18.1pp | 72.9%+21.1pp |
| Annual return | 18.13% | 21.78%-3.7pp | 25.84%-7.7pp | 40.38%-22.3pp |
| Employer contribution / active EE | $2,257 | $3,536-36.2% | $2,965-23.9% | $2,978-24.2% |
| Participant deferral / active EE | $5,888 | $6,188-4.8% | $4,851+21.4% | $5,017+17.4% |
| Admin fee / account holder | $108 | $107+1.4% | $8,252-98.7% | $145-25.3% |