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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,445 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,985 |
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 | $83,807 | $130,141-35.6% | $86,677-3.3% | $77,904+7.6% |
| Participation rate | 97.3% | 85.9%+11.4pp | 76.6%+20.7pp | 73.7%+23.6pp |
| Annual return | -12.04% | -12.75%+0.7pp | 35.91%-47.9pp | 12.21%-24.2pp |
| Employer contribution / active EE | $3,313 | $3,220+2.9% | $2,836+16.8% | $2,848+16.3% |
| Participant deferral / active EE | $5,960 | $5,757+3.5% | $4,656+28.0% | $4,806+24.0% |
| Admin fee / account holder | $91 | $132-30.6% | $7,493-98.8% | $133-31.0% |