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 | $295,873 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $153,691 |
Service code 16 · EIN 80-0833114 | Consulting | $79,612 |
CROWE LLP4 years Service code 16 · EIN 35-0921680 | Consulting | $28,875 |
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 | $110,515 | $122,186-9.6% | $146,958-24.8% | $199,593-44.6% |
| Participation rate | 99.8% | 78.3%+21.5pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | 17.55% | 30.56%-13.0pp | 418.34%-400.8pp | 34.25%-16.7pp |
| Employer contribution / active EE | $5,613 | $4,093+37.1% | $4,933+13.8% | $3,034+85.0% |
| Participant deferral / active EE | $20,581 | $8,502+142.1% | $8,070+155.0% | $5,087+304.6% |
| Admin fee / account holder | $108 | $179-39.6% | $12,998-99.2% | $269-59.8% |