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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,038 |
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 | $169,603 | $74,347+128.1% | $93,606+81.2% | $67,579+151.0% |
| Participation rate | 87.1% | 80.6%+6.5pp | 75.8%+11.3pp | 71.3%+15.9pp |
| Annual return | 21.24% | 28.07%-6.8pp | 32.76%-11.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,328 | $2,583-48.6% | $2,718-51.1% | $2,148-38.2% |
| Participant deferral / active EE | $5,825 | $4,060+43.5% | $4,069+43.2% | $3,539+64.6% |
| Admin fee / account holder | $12 | $123-90.1% | $7,888-99.8% | $142-91.5% |