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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $391,831 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $213,949 |
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 | $160,449 | $152,281+5.4% | $106,213+51.1% | $99,062+62.0% |
| Participation rate | 98.7% | 92.2%+6.5pp | 75.3%+23.4pp | 71.6%+27.1pp |
| Annual return | 15.11% | 15.00%+0.1pp | 116.14%-101.0pp | 17.66%-2.6pp |
| Employer contribution / active EE | $7,911 | $5,348+47.9% | $3,171+149.4% | $3,262+142.5% |
| Participant deferral / active EE | $10,250 | $8,206+24.9% | $5,016+104.3% | $5,331+92.2% |
| Admin fee / account holder | $83 | $77+6.9% | $11,033-99.2% | $109-24.0% |