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 |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $209,613 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $92,934 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $57,215 |
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 | $113,647 | $91,420+24.3% | $57,179+98.8% | $65,292+74.1% |
| Participation rate | 91.8% | 72.6%+19.2pp | 75.3%+16.4pp | 72.4%+19.4pp |
| Annual return | 9.65% | 7.55%+2.1pp | 14.59%-4.9pp | 11.84%-2.2pp |
| Employer contribution / active EE | $5,407 | $3,776+43.2% | $2,682+101.6% | $2,302+134.9% |
| Participant deferral / active EE | $4,749 | $3,512+35.2% | $3,096+53.4% | $3,579+32.7% |
| Admin fee / account holder | $39 | $22+77.5% | $3,139-98.8% | $57-32.5% |