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 | $265,783 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,023 |
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 | $110,137 | $107,459+2.5% | $135,903-19.0% | $80,160+37.4% |
| Participation rate | 96.2% | 78.0%+18.2pp | 81.9%+14.3pp | 72.9%+23.3pp |
| Annual return | 41.12% | 91.91%-50.8pp | 68.23%-27.1pp | 40.38%+0.7pp |
| Employer contribution / active EE | $2,500 | $3,877-35.5% | $4,856-48.5% | $2,978-16.0% |
| Participant deferral / active EE | $8,609 | $8,195+5.0% | $7,758+11.0% | $5,017+71.6% |
| Admin fee / account holder | $73 | $127-42.3% | $10,762-99.3% | $145-49.4% |