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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,601,743 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,027,159 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 · EIN 94-1737782 | Other Fees | $446,808 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,250 | $140,769+174.4% | $101,326+281.2% | $140,769+174.4% |
| Participation rate | 99.1% | 74.2%+24.9pp | 81.5%+17.6pp | 74.2%+24.9pp |
| Annual return | 20.31% | 16.82%+3.5pp | 36.82%-16.5pp | 16.82%+3.5pp |
| Employer contribution / active EE | $10,836 | $3,906+177.4% | $3,665+195.6% | $3,906+177.4% |
| Participant deferral / active EE | $32,243 | $6,717+380.0% | $7,994+303.3% | $6,717+380.0% |
| Admin fee / account holder | $21 | $229-90.7% | $11,185-99.8% | $229-90.7% |