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 Service code 15 · EIN 23-1945930 | Recordkeeping | $4,786 |
Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $4,758 |
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 | $82,605 | $69,362+19.1% | $101,248-18.4% | $73,488+12.4% |
| Participation rate | 85.9% | 68.4%+17.5pp | 75.8%+10.1pp | 70.7%+15.2pp |
| Annual return | 18.12% | 18.46%-0.3pp | 46.47%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,305 | $2,628+25.7% | $3,660-9.7% | $2,270+45.6% |
| Participant deferral / active EE | $6,702 | $3,300+103.1% | $4,370+53.4% | $3,740+79.2% |
| Admin fee / account holder | $55 | $704-92.2% | $5,945-99.1% | $513-89.3% |