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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,061 |
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 | $139,834 | $96,486+44.9% | $153,485-8.9% | $77,643+80.1% |
| Participation rate | 95.3% | 81.6%+13.7pp | 77.1%+18.3pp | 70.6%+24.8pp |
| Annual return | 12.82% | 14.44%-1.6pp | 15.65%-2.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $6,490 | $5,224+24.2% | $5,039+28.8% | $2,726+138.1% |
| Participant deferral / active EE | $10,544 | $6,609+59.5% | $6,757+56.0% | $4,647+126.9% |
| Admin fee / account holder | $29 | $182-84.0% | $12,724-99.8% | $430-93.2% |