Filed July 6, 2023
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.3+ years Service code 15 · EIN 21-1945930 | Recordkeeping | $37,518 |
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 | $56,635 | $54,390+4.1% | $117,039-51.6% | $69,631-18.7% |
| Participation rate | 91.8% | 58.5%+33.3pp | 77.2%+14.6pp | 70.7%+21.1pp |
| Annual return | 14.68% | 18.33%-3.7pp | 18.95%-4.3pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,115 | $1,357+129.7% | $3,785-17.7% | $2,032+53.3% |
| Participant deferral / active EE | $1,764 | $2,076-15.0% | $3,929-55.1% | $3,224-45.3% |
| Admin fee / account holder | $54 | $98-45.2% | $5,974-99.1% | $110-51.5% |