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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $73,349 |
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 | $134,770 | $42,810+214.8% | $169,463-20.5% | $55,725+141.8% |
| Participation rate | 96.9% | 64.7%+32.2pp | 77.8%+19.1pp | 70.9%+26.0pp |
| Annual return | -5.50% | -3.61%-1.9pp | 1.83%-7.3pp | 244.93%-250.4pp |
| Employer contribution / active EE | $6,342 | $1,402+352.4% | $4,159+52.5% | $2,078+205.2% |
| Participant deferral / active EE | $8,631 | $3,141+174.8% | $5,277+63.6% | $3,356+157.2% |
| Admin fee / account holder | $111 | $106+4.1% | $9,109-98.8% | $115-3.8% |