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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,792 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,645 |
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 | $68,030 | $81,908-16.9% | $90,749-25.0% | $64,808+5.0% |
| Participation rate | 81.7% | 80.5%+1.2pp | 75.7%+6.0pp | 71.5%+10.2pp |
| Annual return | -13.92% | -12.53%-1.4pp | -12.16%-1.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,220 | $3,065+37.7% | $2,921+44.5% | $2,506+68.4% |
| Participant deferral / active EE | $7,956 | $4,840+64.4% | $4,564+74.3% | $4,310+84.6% |
| Admin fee / account holder | $147 | $157-6.2% | $8,445-98.3% | $188-21.5% |