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.4+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $156,858 |
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 | $71,378 | $71,106+0.4% | $83,333-14.3% | $75,289-5.2% |
| Participation rate | 96.0% | 82.0%+14.0pp | 77.8%+18.3pp | 72.4%+23.6pp |
| Annual return | -3.55% | -0.56%-3.0pp | 10.63%-14.2pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,425 | $2,436-0.4% | $3,379-28.2% | $2,405+0.8% |
| Participant deferral / active EE | $5,787 | $6,249-7.4% | $5,565+4.0% | $3,739+54.8% |
| Admin fee / account holder | $23 | $72-67.8% | $7,510-99.7% | $102-77.2% |