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) | $351,090 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $196,635 |
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 | $122,603 | $136,266-10.0% | $90,749+35.1% | $77,904+57.4% |
| Participation rate | 98.3% | 86.6%+11.6pp | 75.7%+22.6pp | 73.7%+24.6pp |
| Annual return | -16.08% | -11.32%-4.8pp | -12.16%-3.9pp | 12.21%-28.3pp |
| Employer contribution / active EE | $4,813 | $4,215+14.2% | $2,921+64.8% | $2,848+69.0% |
| Participant deferral / active EE | $6,826 | $6,353+7.4% | $4,564+49.6% | $4,806+42.0% |
| Admin fee / account holder | $77 | $399-80.8% | $8,445-99.1% | $133-42.2% |