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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,825 |
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 | $113,603 | $81,537+39.3% | $149,718-24.1% | $69,631+63.1% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.1%+12.1pp | 70.7%+28.5pp |
| Annual return | 25.25% | 22.79%+2.5pp | 1501.63%-1476.4pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $4,606 | $3,239+42.2% | $5,445-15.4% | $2,032+126.7% |
| Participant deferral / active EE | $11,003 | $4,994+120.3% | $6,569+67.5% | $3,224+241.3% |
| Admin fee / account holder | $2 | $107-97.7% | $11,283-100.0% | $110-97.8% |