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+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $6,615 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,856 | $54,890+83.7% | $63,517+58.8% | $59,188+70.4% |
| Participation rate | 79.2% | 75.6%+3.6pp | 71.0%+8.1pp | 69.4%+9.8pp |
| Annual return | -0.49% | 4.56%-5.0pp | -70.30%+69.8pp | 5.51%-6.0pp |
| Employer contribution / active EE | $3,496 | $1,831+91.0% | $2,322+50.6% | $2,098+66.6% |
| Participant deferral / active EE | $2,382 | $2,803-15.0% | $2,953-19.4% | $3,265-27.0% |
| Admin fee / account holder | $5 | $66-93.0% | $5,892-99.9% | $92-95.0% |