Filed January 31, 2025 (most recent of 3 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.9 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $216,432 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,004 | $128,899+9.4% | $113,168+24.6% | $102,872+37.1% |
| Participation rate | 97.7% | 87.0%+10.7pp | 76.6%+21.2pp | 73.0%+24.7pp |
| Annual return | 4.37% | 15.88%-11.5pp | 24.27%-19.9pp | 19.06%-14.7pp |
| Employer contribution / active EE | $3,906 | $3,713+5.2% | $2,975+31.3% | $3,526+10.8% |
| Participant deferral / active EE | $8,997 | $6,787+32.6% | $5,107+76.2% | $5,535+62.6% |
| Admin fee / account holder | $109 | $129-16.0% | $12,068-99.1% | $292-62.8% |