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 4-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $134,942 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,393 |
Service code 99 | Other Fees | $0 |
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 | $96,736 | $122,186-20.8% | $146,958-34.2% | $199,593-51.5% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.7pp | 72.0%+26.8pp |
| Annual return | 16.89% | 30.56%-13.7pp | 418.34%-401.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $8,495 | $4,093+107.6% | $4,933+72.2% | $3,034+180.0% |
| Participant deferral / active EE | $16,849 | $8,502+98.2% | $8,070+108.8% | $5,087+231.2% |
| Admin fee / account holder | $36 | $179-80.1% | $12,998-99.7% | $269-86.8% |