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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $634,542 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $437,576 |
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 | $123,359 | $134,619-8.4% | $111,297+10.8% | $101,517+21.5% |
| Participation rate | 99.0% | 89.0%+10.0pp | 77.3%+21.7pp | 74.6%+24.5pp |
| Annual return | 12.69% | 17.96%-5.3pp | 54.65%-42.0pp | 21.00%-8.3pp |
| Employer contribution / active EE | $3,884 | $3,829+1.4% | $2,731+42.2% | $2,973+30.6% |
| Participant deferral / active EE | $4,653 | $6,572-29.2% | $4,487+3.7% | $4,873-4.5% |
| Admin fee / account holder | $151 | $86+75.5% | $7,964-98.1% | $139+8.6% |