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.2 years Filed as: THE VANGURAD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,984 |
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 | $73,327 | $55,449+32.2% | $83,848-12.5% | $56,287+30.3% |
| Participation rate | 97.1% | 68.0%+29.1pp | 76.1%+20.9pp | 69.9%+27.2pp |
| Annual return | -3.84% | -1.38%-2.5pp | 850.88%-854.7pp | -9.96%+6.1pp |
| Employer contribution / active EE | $994 | $2,430-59.1% | $3,631-72.6% | $2,111-52.9% |
| Participant deferral / active EE | $3,450 | $2,935+17.5% | $4,082-15.5% | $3,350+3.0% |
| Admin fee / account holder | $49 | $656-92.5% | $5,478-99.1% | $521-90.5% |