Filed January 13, 2025 (most recent of 3 filings on file)
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $557,892 |
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 | $111,009 | $124,049-10.5% | $95,952+15.7% | $93,223+19.1% |
| Participation rate | 99.1% | 88.4%+10.7pp | 77.1%+22.0pp | 74.9%+24.2pp |
| Annual return | 21.13% | 22.17%-1.0pp | 91.61%-70.5pp | 19.29%+1.8pp |
| Employer contribution / active EE | $3,966 | $3,478+14.0% | $2,541+56.1% | $2,680+48.0% |
| Participant deferral / active EE | $7,924 | $6,147+28.9% | $4,167+90.2% | $4,563+73.6% |
| Admin fee / account holder | $75 | $73+2.9% | $6,795-98.9% | $79-5.5% |