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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,100 |
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 | $92,330 | $55,415+66.6% | $155,509-40.6% | $74,495+23.9% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.4pp | 67.2%+26.3pp |
| Annual return | 16.25% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,163 | $2,267-48.7% | $4,672-75.1% | $2,623-55.7% |
| Participant deferral / active EE | $4,608 | $2,836+62.5% | $5,626-18.1% | $4,346+6.0% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |