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.1 year Filed as: THE VANGURAD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $14,355 |
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 | $79,239 | $58,726+34.9% | $92,233-14.1% | $62,292+27.2% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 16.37% | 43.62%-27.2pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,002 | $2,392-58.1% | $3,679-72.8% | $2,042-50.9% |
| Participant deferral / active EE | $3,816 | $2,766+38.0% | $3,897-2.1% | $3,169+20.4% |
| Admin fee / account holder | $49 | $556-91.2% | $5,194-99.1% | $479-89.8% |