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 Service code 15 · EIN 23-1945930 | Recordkeeping | $365,175 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
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 | $211,620 | $117,734+79.7% | $115,752+82.8% | $77,958+171.5% |
| Participation rate | 97.7% | 82.0%+15.7pp | 77.8%+20.0pp | 71.6%+26.1pp |
| Annual return | 17.67% | 17.65%0pp | 19.41%-1.7pp | 20.87%-3.2pp |
| Employer contribution / active EE | $5,078 | $2,736+85.6% | $3,492+45.4% | $2,310+119.8% |
| Participant deferral / active EE | $8,120 | $4,435+83.1% | $5,204+56.0% | $3,537+129.6% |
| Admin fee / account holder | $164 | $75+118.7% | $6,278-97.4% | $97+68.4% |