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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,926 |
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 | $55,038 | $105,190-47.7% | $98,907-44.4% | $90,288-39.0% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.1pp | 73.4%+22.8pp |
| Annual return | 19.34% | 18.52%+0.8pp | 196.43%-177.1pp | 53.97%-34.6pp |
| Employer contribution / active EE | $4,280 | $3,831+11.7% | $2,689+59.2% | $2,524+69.6% |
| Participant deferral / active EE | $9,673 | $5,616+72.2% | $4,244+127.9% | $4,232+128.6% |
| Admin fee / account holder | $76 | $97-21.6% | $6,642-98.9% | $114-33.1% |