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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $426,786 |
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 | $45,862 | $96,400-52.4% | $149,718-69.4% | $177,276-74.1% |
| Participation rate | 99.6% | 88.9%+10.7pp | 87.1%+12.5pp | 74.8%+24.8pp |
| Annual return | 21.71% | 19.02%+2.7pp | 1501.63%-1479.9pp | 21.25%+0.5pp |
| Employer contribution / active EE | $3,350 | $3,680-9.0% | $5,445-38.5% | $2,479+35.1% |
| Participant deferral / active EE | $4,588 | $5,510-16.7% | $6,569-30.2% | $3,881+18.2% |
| Admin fee / account holder | $57 | $69-18.1% | $11,283-99.5% | $154-63.2% |