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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $73,678 | $52,953+39.1% | $172,739-57.3% | $65,185+13.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.6pp | 70.2%+28.1pp |
| Annual return | 7.15% | 30.12%-23.0pp | 802.84%-795.7pp | 29.38%-22.2pp |
| Employer contribution / active EE | $965 | $2,190-55.9% | $5,143-81.2% | $2,177-55.7% |
| Participant deferral / active EE | $3,674 | $2,471+48.7% | $5,198-29.3% | $3,514+4.6% |
| Admin fee / account holder | $3 | $472-99.4% | $13,954-100.0% | $847-99.7% |