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.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $82,804 |
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 | $160,433 | $48,471+231.0% | $182,532-12.1% | $67,579+137.4% |
| Participation rate | 96.6% | 67.2%+29.5pp | 78.0%+18.7pp | 71.3%+25.4pp |
| Annual return | 24.19% | 31.08%-6.9pp | 148.54%-124.3pp | 378.56%-354.4pp |
| Employer contribution / active EE | $6,589 | $1,461+351.0% | $4,076+61.7% | $2,148+206.8% |
| Participant deferral / active EE | $9,060 | $3,324+172.5% | $5,524+64.0% | $3,539+156.0% |
| Admin fee / account holder | $124 | $151-18.0% | $8,592-98.6% | $142-12.9% |