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 Service code 15 · EIN 23-1945930 | Recordkeeping | $55,650 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,250 |
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 | $189,280 | $92,813+103.9% | $108,745+74.1% | $65,292+189.9% |
| Participation rate | 92.9% | 84.5%+8.4pp | 77.7%+15.2pp | 72.4%+20.5pp |
| Annual return | 8.64% | 14.67%-6.0pp | 46.22%-37.6pp | 11.84%-3.2pp |
| Employer contribution / active EE | $3,595 | $3,016+19.2% | $3,323+8.2% | $2,302+56.2% |
| Participant deferral / active EE | $7,538 | $5,191+45.2% | $5,121+47.2% | $3,579+110.7% |
| Admin fee / account holder | $1 | $56-98.8% | $6,144-100.0% | $57-98.9% |