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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $395,240 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $209,853 |
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 | $141,628 | $136,310+3.9% | $98,439+43.9% | $103,482+36.9% |
| Participation rate | 98.0% | 89.2%+8.7pp | 75.2%+22.8pp | 73.3%+24.7pp |
| Annual return | 18.53% | 19.67%-1.1pp | 21.16%-2.6pp | 33.11%-14.6pp |
| Employer contribution / active EE | $5,141 | $4,714+9.1% | $3,048+68.7% | $3,208+60.3% |
| Participant deferral / active EE | $7,236 | $7,358-1.6% | $4,738+52.7% | $5,207+39.0% |
| Admin fee / account holder | $83 | $76+9.1% | $8,948-99.1% | $114-27.2% |