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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $335,982 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $262,112 |
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 | $212,890 | $241,101-11.7% | $103,333+106.0% | $199,593+6.7% |
| Participation rate | 97.3% | 78.3%+19.0pp | 74.5%+22.8pp | 72.0%+25.3pp |
| Annual return | 13.93% | 17.80%-3.9pp | 24.88%-10.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $8,603 | $4,244+102.7% | $3,868+122.4% | $3,034+183.5% |
| Participant deferral / active EE | $12,138 | $3,958+206.7% | $5,057+140.0% | $5,087+138.6% |
| Admin fee / account holder | $122 | $288-57.5% | $8,355-98.5% | $269-54.6% |