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 Service code 15 · EIN 23-1945930 | Recordkeeping | $166,323 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $127,598 |
Service code 99 | Other Fees | $0 |
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 | $103,876 | $122,186-15.0% | $146,958-29.3% | $199,593-48.0% |
| Participation rate | 98.7% | 78.3%+20.4pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 19.11% | 30.56%-11.5pp | 418.34%-399.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $5,468 | $4,093+33.6% | $4,933+10.8% | $3,034+80.2% |
| Participant deferral / active EE | $19,830 | $8,502+133.2% | $8,070+145.7% | $5,087+289.8% |
| Admin fee / account holder | $48 | $179-73.0% | $12,998-99.6% | $269-82.0% |