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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,538 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,349 |
Filed as: EMPOWER Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $9,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,504 | $49,915+828.6% | $154,803+199.4% | $74,304+523.8% |
| Participation rate | 95.6% | 54.0%+41.6pp | 78.1%+17.5pp | 60.3%+35.2pp |
| Annual return | 16.85% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $8,587 | $1,611+433.0% | $4,305+99.5% | $2,241+283.2% |
| Participant deferral / active EE | $27,677 | $2,255+1127.5% | $5,540+399.5% | $3,767+634.7% |
| Admin fee / account holder | $159 | $2,189-92.7% | $14,329-98.9% | $2,969-94.6% |