Filed July 15, 2022 (most recent of 4 filings on file)
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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $84,413 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 | Consulting | $55,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,651 | $72,254+22.7% | $86,677+2.3% | $64,808+36.8% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | -1.71% | 392.42%-394.1pp | 35.91%-37.6pp | 32.82%-34.5pp |
| Employer contribution / active EE | $2,482 | $2,393+3.7% | $2,836-12.5% | $2,506-1.0% |
| Participant deferral / active EE | $3,700 | $4,658-20.6% | $4,656-20.5% | $4,310-14.2% |
| Admin fee / account holder | $132 | $174-23.8% | $7,493-98.2% | $188-29.5% |