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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,179 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,678 |
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 | $93,606 | $119,446-21.6% | $150,045-37.6% | $85,563+9.4% |
| Participation rate | 96.9% | 75.4%+21.5pp | 82.3%+14.6pp | 66.0%+31.0pp |
| Annual return | 16.98% | 23.72%-6.7pp | 62.55%-45.6pp | 31.51%-14.5pp |
| Employer contribution / active EE | $3,301 | $4,078-19.0% | $4,693-29.7% | $2,654+24.4% |
| Participant deferral / active EE | $4,075 | $7,985-49.0% | $7,997-49.0% | $4,375-6.9% |
| Admin fee / account holder | $148 | $548-72.9% | $13,435-98.9% | $834-82.2% |