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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,971 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,871 | $89,652+86.1% | $141,162+18.2% | $65,185+156.0% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.5%+14.3pp | 70.2%+26.6pp |
| Annual return | 21.33% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $4,165 | $3,065+35.9% | $4,735-12.0% | $2,177+91.3% |
| Participant deferral / active EE | $8,498 | $5,691+49.3% | $6,709+26.7% | $3,514+141.8% |
| Admin fee / account holder | $11 | $569-98.1% | $10,261-99.9% | $847-98.7% |