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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,371 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,842 |
Filed as: BRADY WARE & SCHOENFELD, INC. Service code 14 · EIN 35-1474702 | Plan Administrator | $11,798 |
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 | $128,319 | $99,078+29.5% | $96,544+32.9% | $74,419+72.4% |
| Participation rate | 92.2% | 80.7%+11.5pp | 76.0%+16.2pp | 70.7%+21.4pp |
| Annual return | 17.33% | 22.48%-5.2pp | 25.84%-8.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,115 | $2,570-17.7% | $2,965-28.7% | $2,637-19.8% |
| Participant deferral / active EE | $5,567 | $4,933+12.8% | $4,851+14.8% | $4,528+22.9% |
| Admin fee / account holder | $85 | $225-62.1% | $8,252-99.0% | $348-75.5% |