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) | $358,743 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $269,908 |
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 | $152,963 | $114,195+33.9% | $106,548+43.6% | $93,030+64.4% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.1%+21.8pp | 73.9%+24.0pp |
| Annual return | 12.92% | 22.18%-9.3pp | 26.80%-13.9pp | 158.70%-145.8pp |
| Employer contribution / active EE | $4,997 | $4,009+24.7% | $2,819+77.3% | $2,706+84.7% |
| Participant deferral / active EE | $7,030 | $5,908+19.0% | $4,398+59.8% | $4,562+54.1% |
| Admin fee / account holder | $89 | $105-14.7% | $7,407-98.8% | $152-41.1% |