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: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,388 |
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 | $246,584 | $73,102+237.3% | $123,544+99.6% | $56,287+338.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.02% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $9,616 | $2,977+223.0% | $4,628+107.8% | $2,111+355.5% |
| Participant deferral / active EE | $17,365 | $5,423+220.2% | $6,426+170.2% | $3,350+418.4% |
| Admin fee / account holder | $57 | $554-89.7% | $9,284-99.4% | $521-89.0% |