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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $215,699 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $211,731 |
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 | $160,327 | $140,190+14.4% | $115,756+38.5% | $77,904+105.8% |
| Participation rate | 88.3% | 81.0%+7.3pp | 77.1%+11.2pp | 73.7%+14.6pp |
| Annual return | -14.55% | -13.46%-1.1pp | 143.14%-157.7pp | 12.21%-26.8pp |
| Employer contribution / active EE | $5,143 | $3,169+62.3% | $3,793+35.6% | $2,848+80.6% |
| Participant deferral / active EE | $7,672 | $5,401+42.1% | $6,254+22.7% | $4,806+59.6% |
| Admin fee / account holder | $137 | $138-1.1% | $8,124-98.3% | $133+3.3% |