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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $238,494 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $209,028 |
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 | $192,818 | $164,864+17.0% | $453,369-57.5% | $93,030+107.3% |
| Participation rate | 96.5% | 84.2%+12.3pp | 78.0%+18.5pp | 73.9%+22.6pp |
| Annual return | 13.63% | 17.89%-4.3pp | 64.40%-50.8pp | 158.70%-145.1pp |
| Employer contribution / active EE | $5,562 | $3,519+58.1% | $4,070+36.7% | $2,706+105.6% |
| Participant deferral / active EE | $8,303 | $5,690+45.9% | $6,209+33.7% | $4,562+82.0% |
| Admin fee / account holder | $140 | $104+34.7% | $11,209-98.7% | $152-7.5% |