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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,784 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,843 |
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 | $323,675 | $86,897+272.5% | $151,611+113.5% | $64,808+399.4% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.5%+10.6pp | 71.5%+26.6pp |
| Annual return | -14.63% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $7,517 | $4,010+87.5% | $6,166+21.9% | $2,506+200.0% |
| Participant deferral / active EE | $15,031 | $6,690+124.7% | $8,363+79.7% | $4,310+248.7% |
| Admin fee / account holder | $101 | $153-33.8% | $11,616-99.1% | $188-46.1% |