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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,154 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,714 |
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 | $50,200 | $136,266-63.2% | $90,749-44.7% | $77,904-35.6% |
| Participation rate | 92.8% | 86.6%+6.2pp | 75.7%+17.1pp | 73.7%+19.1pp |
| Annual return | -13.17% | -11.32%-1.9pp | -12.16%-1.0pp | 12.21%-25.4pp |
| Employer contribution / active EE | $2,136 | $4,215-49.3% | $2,921-26.9% | $2,848-25.0% |
| Participant deferral / active EE | $4,072 | $6,353-35.9% | $4,564-10.8% | $4,806-15.3% |
| Admin fee / account holder | $120 | $399-69.8% | $8,445-98.6% | $133-9.2% |