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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $332,800 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $29,400 |
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 | $106,832 | $106,734+0.1% | $75,886+40.8% | $89,569+19.3% |
| Participation rate | 96.6% | 65.6%+30.9pp | 69.3%+27.3pp | 69.6%+27.0pp |
| Annual return | 19.59% | 24.20%-4.6pp | 30.76%-11.2pp | 34.56%-15.0pp |
| Employer contribution / active EE | $344 | $3,939-91.3% | $2,500-86.2% | $2,584-86.7% |
| Participant deferral / active EE | $5,844 | $3,965+47.4% | $3,603+62.2% | $4,220+38.5% |
| Admin fee / account holder | $1 | $80-98.9% | $5,418-100.0% | $72-98.7% |