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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,350 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,550 |
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 | $219,207 | $82,204+166.7% | $392,568-44.2% | $82,204+166.7% |
| Participation rate | 95.9% | 73.4%+22.5pp | 78.1%+17.8pp | 73.4%+22.5pp |
| Annual return | 19.60% | 26.31%-6.7pp | 24.42%-4.8pp | 26.31%-6.7pp |
| Employer contribution / active EE | $4,076 | $2,707+50.6% | $3,783+7.7% | $2,707+50.6% |
| Participant deferral / active EE | $7,899 | $4,246+86.0% | $5,985+32.0% | $4,246+86.0% |
| Admin fee / account holder | $1 | $76-99.2% | $6,260-100.0% | $76-99.2% |