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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $591,666 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $427,573 |
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 | $97,193 | $106,087-8.4% | $86,677+12.1% | $78,044+24.5% |
| Participation rate | 98.9% | 89.6%+9.3pp | 76.6%+22.3pp | 74.4%+24.5pp |
| Annual return | -16.14% | -14.87%-1.3pp | 35.91%-52.0pp | 10.87%-27.0pp |
| Employer contribution / active EE | $4,170 | $4,110+1.5% | $2,836+47.0% | $3,125+33.5% |
| Participant deferral / active EE | $4,967 | $6,851-27.5% | $4,656+6.7% | $5,084-2.3% |
| Admin fee / account holder | $137 | $81+69.0% | $7,493-98.2% | $79+73.9% |