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: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $87,840 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $331,868 | $65,592+406.0% | $90,160+268.1% | $69,631+376.6% |
| Participation rate | 97.5% | 77.6%+19.9pp | 76.9%+20.6pp | 70.7%+26.8pp |
| Annual return | 15.72% | 57.10%-41.4pp | 34.88%-19.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $14,136 | $2,193+544.6% | $3,318+326.0% | $2,032+595.6% |
| Participant deferral / active EE | $15,156 | $5,257+188.3% | $5,288+186.6% | $3,224+370.2% |
| Admin fee / account holder | $125 | $86+46.0% | $5,943-97.9% | $110+13.3% |