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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,828 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,723 |
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 | $78,538 | $107,459-26.9% | $135,903-42.2% | $80,160-2.0% |
| Participation rate | 99.7% | 78.0%+21.7pp | 81.9%+17.8pp | 72.9%+26.8pp |
| Annual return | 23.80% | 91.91%-68.1pp | 68.23%-44.4pp | 40.38%-16.6pp |
| Employer contribution / active EE | $10,392 | $3,877+168.0% | $4,856+114.0% | $2,978+249.0% |
| Participant deferral / active EE | $16,527 | $8,195+101.7% | $7,758+113.0% | $5,017+229.4% |
| Admin fee / account holder | $37 | $127-70.5% | $10,762-99.7% | $145-74.2% |