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 Service code 15 · EIN 23-1945930 | Recordkeeping | $13,100 |
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 | $55,541 | $155,795-64.3% | $136,294-59.2% | $69,631-20.2% |
| Participation rate | 98.2% | 75.2%+22.9pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 17.82% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,402 | $2,991-53.1% | $4,695-70.1% | $2,032-31.0% |
| Participant deferral / active EE | $4,314 | $5,394-20.0% | $6,247-30.9% | $3,224+33.8% |
| Admin fee / account holder | $17 | $128-86.6% | $9,243-99.8% | $110-84.5% |