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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,710 |
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 | $81,126 | $100,801-19.5% | $149,696-45.8% | $73,409+10.5% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.5pp | 72.2%+25.9pp |
| Annual return | 18.78% | 265.34%-246.6pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,497 | $3,312-54.8% | $4,644-67.8% | $2,234-33.0% |
| Participant deferral / active EE | $4,822 | $6,404-24.7% | $6,842-29.5% | $3,805+26.7% |
| Admin fee / account holder | $79 | $181-56.2% | $9,309-99.1% | $158-49.9% |