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.9+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $125,926 |
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 | $194,915 | $56,638+244.1% | $169,368+15.1% | $74,419+161.9% |
| Participation rate | 93.5% | 67.5%+26.0pp | 77.1%+16.3pp | 70.7%+22.7pp |
| Annual return | 20.37% | 24.75%-4.4pp | 405.60%-385.2pp | 34.38%-14.0pp |
| Employer contribution / active EE | $8,602 | $2,027+324.4% | $4,013+114.4% | $2,637+226.1% |
| Participant deferral / active EE | $12,950 | $4,223+206.7% | $6,221+108.2% | $4,528+186.0% |
| Admin fee / account holder | $126 | $307-58.9% | $9,003-98.6% | $348-63.8% |