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 Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $99,839 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $370,227 | $78,781+369.9% | $100,516+268.3% | $73,409+404.3% |
| Participation rate | 96.1% | 80.0%+16.1pp | 79.4%+16.7pp | 72.2%+23.9pp |
| Annual return | 14.30% | 31.69%-17.4pp | 30.89%-16.6pp | 59.29%-45.0pp |
| Employer contribution / active EE | $13,946 | $2,420+476.4% | $3,418+308.1% | $2,234+524.4% |
| Participant deferral / active EE | $14,307 | $6,537+118.8% | $6,270+128.2% | $3,805+276.0% |
| Admin fee / account holder | $127 | $145-12.8% | $8,081-98.4% | $158-19.8% |