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 |
|---|---|---|
WILLIAM VAUGHAN COMPANY6 years Service code 10 145 CHESTERFIELD LN. · MAUMEE, OH 435372209 | Accounting | $10,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $425 |
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 | $41,215 | $50,199-17.9% | $70,092-41.2% | $66,914-38.4% |
| Participation rate | 91.9% | 66.3%+25.6pp | 70.5%+21.5pp | 69.8%+22.1pp |
| Annual return | -16.82% | -13.85%-3.0pp | 190.73%-207.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $827 | $1,864-55.6% | $2,559-67.7% | $2,544-67.5% |
| Participant deferral / active EE | $3,281 | $3,112+5.4% | $3,849-14.7% | $4,237-22.6% |
| Admin fee / account holder | $70 | $600-88.4% | $6,267-98.9% | $593-88.3% |