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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $171,968 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,666 |
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 | $44,188 | $52,346-15.6% | $143,757-69.3% | $78,044-43.4% |
| Participation rate | 98.9% | 72.7%+26.2pp | 80.3%+18.6pp | 74.4%+24.5pp |
| Annual return | -16.32% | -14.19%-2.1pp | -0.04%-16.3pp | 10.87%-27.2pp |
| Employer contribution / active EE | $4,708 | $2,131+120.9% | $4,951-4.9% | $3,125+50.7% |
| Participant deferral / active EE | $1,605 | $3,800-57.8% | $5,637-71.5% | $5,084-68.4% |
| Admin fee / account holder | $20 | $63-67.9% | $14,673-99.9% | $79-74.2% |