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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $189,729 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,485 |
Participant contribution per participant 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 | $45,966 | $68,330-32.7% | $149,673-69.3% | $96,393-52.3% |
| Participation rate | 99.1% | 74.6%+24.5pp | 78.8%+20.3pp | 71.3%+27.8pp |
| Annual return | 18.99% | 29.64%-10.6pp | 134.42%-115.4pp | 22.88%-3.9pp |
| Employer contribution / active EE | $4,591 | $2,139+114.6% | $4,818-4.7% | $3,238+41.8% |
| Participant deferral / active EE | $1,527 | $4,422-65.5% | $5,680-73.1% | $5,455-72.0% |
| Admin fee / account holder | $18 | $52-66.1% | $13,210-99.9% | $74-76.1% |