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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $432,341 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $291,765 |
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 | $105,138 | $93,773+12.1% | $125,339-16.1% | $78,044+34.7% |
| Participation rate | 98.2% | 75.6%+22.7pp | 82.4%+15.9pp | 74.4%+23.8pp |
| Annual return | -15.93% | 277.78%-293.7pp | 572.05%-588.0pp | 10.87%-26.8pp |
| Employer contribution / active EE | $3,773 | $3,678+2.6% | $4,814-21.6% | $3,125+20.7% |
| Participant deferral / active EE | $9,610 | $6,971+37.9% | $7,446+29.1% | $5,084+89.0% |
| Admin fee / account holder | $75 | $67+11.8% | $10,010-99.3% | $79-5.1% |