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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,198 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $60,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,393 |
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 | $49,029 | $95,388-48.6% | $125,339-60.9% | $77,904-37.1% |
| Participation rate | 93.7% | 78.6%+15.1pp | 82.4%+11.3pp | 73.7%+20.0pp |
| Annual return | -15.56% | 116.19%-131.7pp | 572.05%-587.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,810 | $3,666-50.6% | $4,814-62.4% | $2,848-36.4% |
| Participant deferral / active EE | $8,491 | $7,711+10.1% | $7,446+14.0% | $4,806+76.7% |
| Admin fee / account holder | $151 | $119+26.9% | $10,010-98.5% | $133+13.8% |