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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,750 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $14,896 |
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 | $191,377 | $93,094+105.6% | $106,387+79.9% | $68,904+177.7% |
| Participation rate | 95.6% | 83.9%+11.6pp | 77.5%+18.1pp | 74.1%+21.5pp |
| Annual return | -3.40% | -2.12%-1.3pp | 0.25%-3.7pp | 1.07%-4.5pp |
| Employer contribution / active EE | $3,685 | $3,237+13.8% | $3,520+4.7% | $2,540+45.0% |
| Participant deferral / active EE | $7,644 | $5,445+40.4% | $5,421+41.0% | $4,015+90.4% |
| Admin fee / account holder | $2 | $85-97.9% | $7,510-100.0% | $71-97.5% |