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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $248,806 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $91,479 |
Filed as: JOHN HANCOCK RET PLAN SVCS LLC Service code 99 · EIN 01-0233346 | Other Fees | $16,495 |
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 | $87,731 | $95,388-8.0% | $125,339-30.0% | $77,904+12.6% |
| Participation rate | 90.3% | 78.6%+11.7pp | 82.4%+8.0pp | 73.7%+16.7pp |
| Annual return | -10.29% | 116.19%-126.5pp | 572.05%-582.3pp | 12.21%-22.5pp |
| Employer contribution / active EE | $1,753 | $3,666-52.2% | $4,814-63.6% | $2,848-38.5% |
| Participant deferral / active EE | $7,709 | $7,7110% | $7,446+3.5% | $4,806+60.4% |
| Admin fee / account holder | $93 | $119-21.8% | $10,010-99.1% | $133-29.8% |