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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,825 |
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 | $82,498 | $55,453+48.8% | $170,442-51.6% | $62,292+32.4% |
| Participation rate | 96.6% | 66.4%+30.2pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 11.71% | 21.38%-9.7pp | 205.93%-194.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,036 | $2,164-52.1% | $5,433-80.9% | $2,042-49.3% |
| Participant deferral / active EE | $4,292 | $2,303+86.4% | $4,939-13.1% | $3,169+35.4% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-98.9% |