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.3+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,097 | $74,552-73.0% | $62,995-68.1% | $69,631-71.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 16.47% | 15.77%+0.7pp | 87.57%-71.1pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $433 | $2,929-85.2% | $2,759-84.3% | $2,032-78.7% |
| Participant deferral / active EE | $2,101 | $2,974-29.4% | $3,329-36.9% | $3,224-34.8% |
| Admin fee / account holder | $7 | $59-89.0% | $3,600-99.8% | $110-94.1% |