Filed April 8, 2022
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,809 | $46,732+60.1% | $156,549-52.2% | $55,167+35.6% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.4pp |
| Annual return | 2.23% | 17.72%-15.5pp | 32.23%-30.0pp | 169.23%-167.0pp |
| Employer contribution / active EE | $1,121 | $2,105-46.7% | $5,501-79.6% | $1,963-42.9% |
| Participant deferral / active EE | $4,426 | $2,204+100.8% | $4,871-9.1% | $3,054+44.9% |
| Admin fee / account holder | $4 | $418-98.9% | $13,027-100.0% | $504-99.1% |