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 7-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) | $3,959,711 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,309,001 |
Service code 99 · EIN 94-1737782 | Other Fees | $53,551 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $18,000 |
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 | $132,211 | $73,283+80.4% | $155,567-15.0% | $106,408+24.2% |
| Participation rate | 98.6% | 73.3%+25.3pp | 78.2%+20.4pp | 69.9%+28.7pp |
| Annual return | 13.66% | 15.76%-2.1pp | 64.74%-51.1pp | 17.37%-3.7pp |
| Employer contribution / active EE | $897 | $2,241-60.0% | $4,674-80.8% | $3,361-73.3% |
| Participant deferral / active EE | $10,084 | $4,567+120.8% | $5,628+79.2% | $5,567+81.1% |
| Admin fee / account holder | $47 | $56-15.1% | $15,916-99.7% | $79-40.0% |