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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,028 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,150 |
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 | $231,269 | $78,044+196.3% | $115,756+99.8% | $78,044+196.3% |
| Participation rate | 93.8% | 74.4%+19.3pp | 77.1%+16.7pp | 74.4%+19.3pp |
| Annual return | -14.35% | 10.87%-25.2pp | 143.14%-157.5pp | 10.87%-25.2pp |
| Employer contribution / active EE | $6,734 | $3,125+115.5% | $3,793+77.6% | $3,125+115.5% |
| Participant deferral / active EE | $8,527 | $5,084+67.7% | $6,254+36.4% | $5,084+67.7% |
| Admin fee / account holder | $5 | $79-93.3% | $8,124-99.9% | $79-93.3% |