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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,550 |
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 | $79,261 | $47,977+65.2% | $154,107-48.6% | $56,287+40.8% |
| Participation rate | 97.6% | 66.2%+31.4pp | 83.0%+14.5pp | 69.9%+27.7pp |
| Annual return | 9.71% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $937 | $2,169-56.8% | $5,298-82.3% | $2,111-55.6% |
| Participant deferral / active EE | $3,788 | $2,392+58.4% | $5,081-25.4% | $3,350+13.1% |
| Admin fee / account holder | $4 | $438-99.2% | $13,411-100.0% | $521-99.3% |