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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,440 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,588 |
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 | $121,600 | $98,727+23.2% | $113,168+7.5% | $85,563+42.1% |
| Participation rate | 95.9% | 80.8%+15.0pp | 76.6%+19.3pp | 66.0%+29.9pp |
| Annual return | 15.23% | 17.43%-2.2pp | 24.27%-9.0pp | 31.51%-16.3pp |
| Employer contribution / active EE | $2,195 | $2,907-24.5% | $2,975-26.2% | $2,654-17.3% |
| Participant deferral / active EE | $7,303 | $5,424+34.6% | $5,107+43.0% | $4,375+66.9% |
| Admin fee / account holder | $91 | $357-74.5% | $12,068-99.2% | $834-89.1% |