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 9-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) | $200,341 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,594 |
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 | $99,360 | $45,000+120.8% | $143,757-30.9% | $77,904+27.5% |
| Participation rate | 76.7% | 66.8%+9.9pp | 80.3%-3.6pp | 73.7%+3.0pp |
| Annual return | -15.49% | 29.03%-44.5pp | -0.04%-15.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $313 | $1,870-83.2% | $4,951-93.7% | $2,848-89.0% |
| Participant deferral / active EE | $2,312 | $3,157-26.8% | $5,637-59.0% | $4,806-51.9% |
| Admin fee / account holder | $26 | $98-73.6% | $14,673-99.8% | $133-80.4% |