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.6+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $571,615 |
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 | $85,481 | $103,430-17.4% | $100,516-15.0% | $93,223-8.3% |
| Participation rate | 96.5% | 84.3%+12.2pp | 79.4%+17.1pp | 74.9%+21.6pp |
| Annual return | 14.41% | 24.60%-10.2pp | 30.89%-16.5pp | 19.29%-4.9pp |
| Employer contribution / active EE | $2,786 | $3,129-11.0% | $3,418-18.5% | $2,680+4.0% |
| Participant deferral / active EE | $6,502 | $6,375+2.0% | $6,270+3.7% | $4,563+42.5% |
| Admin fee / account holder | $69 | $85-18.1% | $8,081-99.1% | $79-12.6% |