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 Service code 15 · EIN 23-1945930 | Recordkeeping | $16,103 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,373 | $73,102+60.6% | $123,544-5.0% | $56,287+108.5% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.7pp |
| Annual return | -6.25% | 3.01%-9.3pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,920 | $2,977+65.3% | $4,628+6.3% | $2,111+133.1% |
| Participant deferral / active EE | $10,772 | $5,423+98.6% | $6,426+67.6% | $3,350+221.6% |
| Admin fee / account holder | $345 | $554-37.7% | $9,284-96.3% | $521-33.7% |