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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $158,423 |
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 26 · EIN 37-6572947 | Advisory (Participants) | $104,594 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,865 |
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 | $138,703 | $122,186+13.5% | $146,958-5.6% | $199,593-30.5% |
| Participation rate | 98.1% | 78.3%+19.8pp | 82.2%+16.0pp | 72.0%+26.2pp |
| Annual return | 15.89% | 30.56%-14.7pp | 418.34%-402.4pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,618 | $4,093-36.0% | $4,933-46.9% | $3,034-13.7% |
| Participant deferral / active EE | $9,951 | $8,502+17.0% | $8,070+23.3% | $5,087+95.6% |
| Admin fee / account holder | $127 | $179-29.0% | $12,998-99.0% | $269-52.8% |