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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $25,086 |
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 | $104,719 | $48,261+117.0% | $68,793+52.2% | $55,725+87.9% |
| Participation rate | 80.8% | 71.0%+9.7pp | 72.2%+8.6pp | 70.9%+9.9pp |
| Annual return | -4.49% | -2.61%-1.9pp | -4.63%+0.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,779 | $1,742+59.5% | $2,625+5.9% | $2,078+33.7% |
| Participant deferral / active EE | $4,929 | $2,712+81.8% | $3,311+48.9% | $3,356+46.9% |
| Admin fee / account holder | $32 | $126-74.4% | $5,131-99.4% | $115-71.9% |