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 Service code 15 · EIN 23-1945930 | Recordkeeping | $124,626 |
FORVIS MAZARS, LLP1 year Service code 99 · EIN 44-0160260 | Other Fees | $41,600 |
DELOITTE & TOUCHE LLP4 years Service code 99 · EIN 13-3891517 | Other Fees | $19,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,492 |
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 | $222,827 | $122,693+81.6% | $184,203+21.0% | $199,593+11.6% |
| Participation rate | 98.1% | 86.8%+11.3pp | 86.8%+11.3pp | 72.0%+26.2pp |
| Annual return | 15.41% | 143.91%-128.5pp | 28.81%-13.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $12,735 | $4,584+177.8% | $6,427+98.1% | $3,034+319.7% |
| Participant deferral / active EE | $16,048 | $7,990+100.8% | $9,131+75.7% | $5,087+215.5% |
| Admin fee / account holder | $103 | $121-14.5% | $13,901-99.3% | $269-61.7% |