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 Service code 15 · EIN 23-1945930 | Recordkeeping | $47,867 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 60 | Sub-TA Fees | $0 |
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 | $47,179 | $44,989+4.9% | $170,442-72.3% | $77,958-39.5% |
| Participation rate | 99.7% | 64.6%+35.1pp | 83.6%+16.1pp | 71.6%+28.0pp |
| Annual return | 18.85% | 19.61%-0.8pp | 205.93%-187.1pp | 20.87%-2.0pp |
| Employer contribution / active EE | $3,191 | $1,466+117.7% | $5,433-41.3% | $2,310+38.1% |
| Participant deferral / active EE | $2,619 | $2,208+18.7% | $4,939-47.0% | $3,537-25.9% |
| Admin fee / account holder | $13 | $69-81.3% | $13,880-99.9% | $97-86.8% |