Filed February 7, 2020
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $33,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,865 | $72,658+67.7% | $127,761-4.6% | $67,579+80.3% |
| Participation rate | 96.6% | 80.0%+16.6pp | 79.0%+17.6pp | 71.3%+25.3pp |
| Annual return | 36.72% | 26.49%+10.2pp | 26.14%+10.6pp | 378.56%-341.8pp |
| Employer contribution / active EE | $5,575 | $3,988+39.8% | $4,574+21.9% | $2,148+159.6% |
| Participant deferral / active EE | $9,416 | $5,383+74.9% | $6,021+56.4% | $3,539+166.0% |
| Admin fee / account holder | $24 | $127-81.2% | $9,395-99.7% | $142-83.2% |