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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,082 | $61,272+34.0% | $149,673-45.2% | $71,457+14.9% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 12.28% | 35.85%-23.6pp | 134.42%-122.1pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,180 | $2,378-50.4% | $4,818-75.5% | $2,588-54.4% |
| Participant deferral / active EE | $4,533 | $2,917+55.4% | $5,680-20.2% | $4,289+5.7% |
| Admin fee / account holder | $16 | $1,261-98.8% | $13,210-99.9% | $1,587-99.0% |