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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $665,369 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $128,067 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 16 · EIN 04-2675571 | Consulting | $75,000 |
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 | $64,098 | $86,936-26.3% | $103,333-38.0% | $99,062-35.3% |
| Participation rate | 97.0% | 81.7%+15.3pp | 74.5%+22.5pp | 71.6%+25.4pp |
| Annual return | 15.62% | 14.99%+0.6pp | 24.88%-9.3pp | 17.66%-2.0pp |
| Employer contribution / active EE | $2,637 | $3,925-32.8% | $3,868-31.8% | $3,262-19.2% |
| Participant deferral / active EE | $7,821 | $3,825+104.5% | $5,057+54.7% | $5,331+46.7% |
| Admin fee / account holder | $113 | $140-19.2% | $8,355-98.6% | $109+4.0% |