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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,016,963 |
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 | $52,616 | $57,605-8.7% | $67,313-21.8% | $68,904-23.6% |
| Participation rate | 95.2% | 67.4%+27.8pp | 69.1%+26.1pp | 74.1%+21.1pp |
| Annual return | -4.30% | -3.81%-0.5pp | -4.08%-0.2pp | 1.07%-5.4pp |
| Employer contribution / active EE | $1,624 | $2,219-26.8% | $2,566-36.7% | $2,540-36.1% |
| Participant deferral / active EE | $4,584 | $3,063+49.6% | $3,568+28.5% | $4,015+14.2% |
| Admin fee / account holder | $115 | $77+48.8% | $4,507-97.4% | $71+61.6% |