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) | $1,840,440 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,420 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $9,500 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,333 | $73,283+51.9% | $155,567-28.4% | $106,408+4.6% |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.2%+19.8pp | 69.9%+28.1pp |
| Annual return | 12.54% | 15.76%-3.2pp | 64.74%-52.2pp | 17.37%-4.8pp |
| Employer contribution / active EE | $6,059 | $2,241+170.4% | $4,674+29.6% | $3,361+80.2% |
| Participant deferral / active EE | $2,117 | $4,567-53.6% | $5,628-62.4% | $5,567-62.0% |
| Admin fee / account holder | $38 | $56-32.8% | $15,916-99.8% | $79-52.5% |