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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $4,075 |
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 | $103,528 | $37,044+179.5% | $71,796+44.2% | $57,658+79.6% |
| Participation rate | 82.0% | 61.1%+20.9pp | 69.1%+12.9pp | 70.2%+11.8pp |
| Annual return | 7.55% | 12.64%-5.1pp | 78.04%-70.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,799 | $720+149.8% | $1,924-6.5% | $1,974-8.9% |
| Participant deferral / active EE | $5,091 | $1,974+157.9% | $2,794+82.2% | $3,061+66.3% |
| Admin fee / account holder | $4 | $101-95.9% | $4,815-99.9% | $95-95.6% |