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 Service code 15 · EIN 23-1945930 | Recordkeeping | $371,023 |
THE VANGUARD GROUP, INC.4+ 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 | $194,561 | $118,101+64.7% | $106,387+82.9% | $75,289+158.4% |
| Participation rate | 96.4% | 81.4%+15.0pp | 77.5%+18.9pp | 72.4%+24.0pp |
| Annual return | -3.94% | -2.42%-1.5pp | 0.25%-4.2pp | -0.04%-3.9pp |
| Employer contribution / active EE | $4,832 | $2,880+67.8% | $3,520+37.3% | $2,405+100.9% |
| Participant deferral / active EE | $7,384 | $4,681+57.7% | $5,421+36.2% | $3,739+97.5% |
| Admin fee / account holder | $170 | $85+100.9% | $7,510-97.7% | $102+66.0% |