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: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $427,779 |
Filed as: PRICEWATERHOUSECOOPERS LLC Service code 15 · EIN 13-4008324 | Recordkeeping | $74,313 |
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 | $38,069 | $82,683-54.0% | $133,980-71.6% | $65,292-41.7% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.1%+12.4pp | 72.4%+27.1pp |
| Annual return | 12.10% | 9.63%+2.5pp | 29.30%-17.2pp | 11.84%+0.3pp |
| Employer contribution / active EE | $2,962 | $3,583-17.3% | $5,211-43.2% | $2,302+28.7% |
| Participant deferral / active EE | $4,302 | $5,190-17.1% | $6,282-31.5% | $3,579+20.2% |
| Admin fee / account holder | $75 | $66+14.5% | $9,324-99.2% | $57+31.2% |