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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,285 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,198 |
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 | $99,264 | $110,299-10.0% | $102,423-3.1% | $199,593-50.3% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 12.18% | 35.73%-23.6pp | 29.32%-17.1pp | 34.25%-22.1pp |
| Employer contribution / active EE | $3,992 | $3,603+10.8% | $3,023+32.0% | $3,034+31.6% |
| Participant deferral / active EE | $6,552 | $6,376+2.8% | $5,053+29.7% | $5,087+28.8% |
| Admin fee / account holder | $80 | $122-34.9% | $9,451-99.2% | $269-70.4% |