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 | $193,037 |
Filed as: ALERA INVESTMENT ADVISOR LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $81,250 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,414 |
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 | $176,855 | $112,623+57.0% | $106,213+66.5% | $199,593-11.4% |
| Participation rate | 96.5% | 86.2%+10.3pp | 75.3%+21.2pp | 72.0%+24.5pp |
| Annual return | 15.30% | 15.57%-0.3pp | 116.14%-100.8pp | 34.25%-19.0pp |
| Employer contribution / active EE | $14,853 | $4,575+224.6% | $3,171+368.3% | $3,034+389.5% |
| Participant deferral / active EE | $17,085 | $6,659+156.6% | $5,016+240.6% | $5,087+235.9% |
| Admin fee / account holder | $191 | $107+78.4% | $11,033-98.3% | $269-29.0% |