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 7-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 | $236,700 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $115,213 |
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 | $105,575 | $122,693-14.0% | $184,203-42.7% | $199,593-47.1% |
| Participation rate | 98.9% | 86.8%+12.1pp | 86.8%+12.1pp | 72.0%+26.9pp |
| Annual return | 16.08% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.2pp |
| Employer contribution / active EE | $5,192 | $4,584+13.3% | $6,427-19.2% | $3,034+71.1% |
| Participant deferral / active EE | $9,402 | $7,990+17.7% | $9,131+3.0% | $5,087+84.8% |
| Admin fee / account holder | $101 | $121-16.5% | $13,901-99.3% | $269-62.5% |