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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $624,172 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $452,026 |
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 | $103,756 | $118,464-12.4% | $96,544+7.5% | $103,482+0.3% |
| Participation rate | 98.5% | 89.0%+9.5pp | 76.0%+22.6pp | 73.3%+25.3pp |
| Annual return | 17.52% | 18.79%-1.3pp | 25.84%-8.3pp | 33.11%-15.6pp |
| Employer contribution / active EE | $5,005 | $4,210+18.9% | $2,965+68.8% | $3,208+56.0% |
| Participant deferral / active EE | $5,515 | $7,277-24.2% | $4,851+13.7% | $5,207+5.9% |
| Admin fee / account holder | $131 | $81+62.1% | $8,252-98.4% | $114+15.1% |