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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $294,050 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $37,500 |
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 | $151,629 | $140,910+7.6% | $75,972+99.6% | $106,382+42.5% |
| Participation rate | 94.3% | 64.1%+30.2pp | 69.1%+25.3pp | 69.9%+24.4pp |
| Annual return | 18.03% | 16.51%+1.5pp | 359.55%-341.5pp | 17.37%+0.7pp |
| Employer contribution / active EE | $456 | $5,354-91.5% | $2,685-83.0% | $3,364-86.4% |
| Participant deferral / active EE | $7,392 | $5,004+47.7% | $4,255+73.7% | $5,569+32.7% |
| Admin fee / account holder | $1 | $117-99.0% | $6,467-100.0% | $79-98.5% |