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 | $146,978 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,466 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,464 | $82,202-19.1% | $125,339-47.0% | $64,808+2.6% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -17.53% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,680 | $3,615-53.5% | $4,814-65.1% | $2,506-33.0% |
| Participant deferral / active EE | $3,420 | $7,175-52.3% | $7,446-54.1% | $4,310-20.7% |
| Admin fee / account holder | $136 | $163-16.9% | $10,010-98.6% | $188-27.8% |