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 | $2,381,071 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $3,600 |
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 | $184,107 | $114,568+60.7% | $379,746-51.5% | $93,223+97.5% |
| Participation rate | 92.4% | 89.4%+3.0pp | 78.4%+14.0pp | 74.9%+17.5pp |
| Annual return | 14.05% | 16.38%-2.3pp | 34.90%-20.9pp | 19.29%-5.2pp |
| Employer contribution / active EE | $7,352 | $3,213+128.8% | $3,540+107.7% | $2,680+174.4% |
| Participant deferral / active EE | $10,567 | $6,118+72.7% | $6,024+75.4% | $4,563+131.6% |
| Admin fee / account holder | $97 | $72+33.4% | $7,927-98.8% | $79+21.9% |