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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $226,758 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,976 |
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 | $134,911 | $145,877-7.5% | $150,045-10.1% | $102,872+31.1% |
| Participation rate | 97.6% | 79.8%+17.7pp | 82.3%+15.2pp | 73.0%+24.5pp |
| Annual return | 17.53% | 21.37%-3.8pp | 62.55%-45.0pp | 19.06%-1.5pp |
| Employer contribution / active EE | $2,808 | $4,710-40.4% | $4,693-40.2% | $3,526-20.4% |
| Participant deferral / active EE | $10,097 | $9,491+6.4% | $7,997+26.3% | $5,535+82.4% |
| Admin fee / account holder | $63 | $176-64.3% | $13,435-99.5% | $292-78.5% |