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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,570 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $18,427 |
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 | $17,808 | $52,953-66.4% | $172,739-89.7% | $65,185-72.7% |
| Participation rate | 98.6% | 66.2%+32.4pp | 82.6%+15.9pp | 70.2%+28.4pp |
| Annual return | 19.76% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,599 | $2,190-27.0% | $5,143-68.9% | $2,177-26.5% |
| Participant deferral / active EE | $2,166 | $2,471-12.3% | $5,198-58.3% | $3,514-38.4% |
| Admin fee / account holder | $188 | $472-60.2% | $13,954-98.7% | $847-77.8% |