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.10+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $1,018,460 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,260 | $115,744-13.4% | $100,391-0.1% | $199,593-49.8% |
| Participation rate | 96.2% | 85.7%+10.6pp | 81.5%+14.8pp | 72.0%+24.3pp |
| Annual return | 13.00% | 17.79%-4.8pp | 49.20%-36.2pp | 34.25%-21.2pp |
| Employer contribution / active EE | $3,339 | $3,657-8.7% | $3,942-15.3% | $3,034+10.0% |
| Participant deferral / active EE | $8,707 | $9,844-11.6% | $8,082+7.7% | $5,087+71.2% |
| Admin fee / account holder | $117 | $93+25.8% | $7,899-98.5% | $269-56.5% |