Filed February 11, 2025
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $743,956 |
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 | $49,805 | $56,882-12.4% | $60,547-17.7% | $67,505-26.2% |
| Participation rate | 95.8% | 66.9%+28.8pp | 68.0%+27.8pp | 71.2%+24.6pp |
| Annual return | 0.52% | -0.06%+0.6pp | 335.64%-335.1pp | 6.52%-6.0pp |
| Employer contribution / active EE | $1,279 | $2,085-38.6% | $2,419-47.1% | $2,173-41.1% |
| Participant deferral / active EE | $3,689 | $3,091+19.3% | $3,328+10.9% | $3,597+2.6% |
| Admin fee / account holder | $103 | $65+58.0% | $4,536-97.7% | $56+82.6% |