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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,650 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $7,050 |
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 | $212,567 | $177,276+19.9% | $115,752+83.6% | $177,276+19.9% |
| Participation rate | 95.9% | 74.8%+21.0pp | 77.8%+18.1pp | 74.8%+21.0pp |
| Annual return | 15.76% | 21.25%-5.5pp | 19.41%-3.6pp | 21.25%-5.5pp |
| Employer contribution / active EE | $3,703 | $2,479+49.4% | $3,492+6.0% | $2,479+49.4% |
| Participant deferral / active EE | $7,753 | $3,881+99.8% | $5,204+49.0% | $3,881+99.8% |
| Admin fee / account holder | $1 | $154-99.4% | $6,278-100.0% | $154-99.4% |