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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $187,506 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $151,520 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $54,992 |
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 | $198,150 | $120,450+64.5% | $159,436+24.3% | $93,030+113.0% |
| Participation rate | 97.4% | 78.0%+19.5pp | 82.8%+14.6pp | 73.9%+23.5pp |
| Annual return | 12.96% | 27.11%-14.1pp | 263.57%-250.6pp | 158.70%-145.7pp |
| Employer contribution / active EE | $3,264 | $3,526-7.4% | $4,829-32.4% | $2,706+20.6% |
| Participant deferral / active EE | $11,675 | $7,283+60.3% | $7,352+58.8% | $4,562+155.9% |
| Admin fee / account holder | $121 | $137-11.5% | $10,799-98.9% | $152-20.2% |