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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $217,733 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,141 |
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 | $248,265 | $110,282+125.1% | $102,438+142.4% | $199,768+24.3% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.1pp |
| Annual return | 16.58% | 35.75%-19.2pp | 29.37%-12.8pp | 34.26%-17.7pp |
| Employer contribution / active EE | $4,188 | $3,603+16.2% | $3,024+38.5% | $3,037+37.9% |
| Participant deferral / active EE | $17,013 | $6,376+166.8% | $5,054+236.6% | $5,090+234.3% |
| Admin fee / account holder | $111 | $122-9.5% | $9,448-98.8% | $269-58.8% |