Filed January 8, 2025
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 8-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,734 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,540 | $96,403-61.1% | $93,606-59.9% | $77,787-51.7% |
| Participation rate | 98.1% | 87.6%+10.4pp | 75.8%+22.3pp | 73.2%+24.9pp |
| Annual return | 32.74% | 39.36%-6.6pp | 32.76%0pp | 32.57%+0.2pp |
| Employer contribution / active EE | $3,894 | $3,616+7.7% | $2,718+43.3% | $2,504+55.5% |
| Participant deferral / active EE | $8,937 | $5,341+67.3% | $4,069+119.7% | $3,967+125.3% |
| Admin fee / account holder | $80 | $90-10.3% | $7,888-99.0% | $100-19.8% |