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 | $48,162 |
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 | $65,285 | $88,122-25.9% | $141,162-53.8% | $67,579-3.4% |
| Participation rate | 97.0% | 76.5%+20.5pp | 82.5%+14.5pp | 71.3%+25.7pp |
| Annual return | 27.07% | 75.40%-48.3pp | 71.39%-44.3pp | 378.56%-351.5pp |
| Employer contribution / active EE | $1,394 | $3,224-56.8% | $4,735-70.6% | $2,148-35.1% |
| Participant deferral / active EE | $4,424 | $5,958-25.8% | $6,709-34.1% | $3,539+25.0% |
| Admin fee / account holder | $64 | $131-50.7% | $10,261-99.4% | $142-54.7% |