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 Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $339,234 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
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 | $106,796 | $96,458+10.7% | $136,294-21.6% | $77,958+37.0% |
| Participation rate | 98.0% | 75.4%+22.6pp | 81.9%+16.1pp | 71.6%+26.4pp |
| Annual return | 20.38% | 23.78%-3.4pp | 5155.94%-5135.6pp | 20.87%-0.5pp |
| Employer contribution / active EE | $3,358 | $3,144+6.8% | $4,695-28.5% | $2,310+45.3% |
| Participant deferral / active EE | $8,465 | $5,902+43.4% | $6,247+35.5% | $3,537+139.3% |
| Admin fee / account holder | $52 | $80-35.4% | $9,243-99.4% | $97-46.7% |