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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $102,208 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,517 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, LLC. 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 | $51,806 | $95,388-45.7% | $125,339-58.7% | $77,904-33.5% |
| Participation rate | 98.8% | 78.6%+20.2pp | 82.4%+16.5pp | 73.7%+25.1pp |
| Annual return | -1.20% | 116.19%-117.4pp | 572.05%-573.3pp | 12.21%-13.4pp |
| Employer contribution / active EE | $5,945 | $3,666+62.1% | $4,814+23.5% | $2,848+108.8% |
| Participant deferral / active EE | $12,018 | $7,711+55.9% | $7,446+61.4% | $4,806+150.1% |
| Admin fee / account holder | $29 | $119-75.7% | $10,010-99.7% | $133-78.2% |