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 | $6,169 |
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 | $145,924 | $46,732+212.3% | $156,549-6.8% | $55,167+164.5% |
| Participation rate | 96.5% | 65.8%+30.7pp | 84.0%+12.5pp | 69.0%+27.5pp |
| Annual return | 7.58% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,971 | $2,105-6.4% | $5,501-64.2% | $1,963+0.4% |
| Participant deferral / active EE | $5,066 | $2,204+129.8% | $4,871+4.0% | $3,054+65.9% |
| Admin fee / account holder | $29 | $418-93.0% | $13,027-99.8% | $504-94.2% |