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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,300 |
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 | $99,393 | $89,739+10.8% | $149,718-33.6% | $62,292+59.6% |
| Participation rate | 95.5% | 85.1%+10.4pp | 87.1%+8.4pp | 69.5%+26.0pp |
| Annual return | 17.62% | 21.01%-3.4pp | 1501.63%-1484.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $5,779 | $3,233+78.7% | $5,445+6.1% | $2,042+183.0% |
| Participant deferral / active EE | $5,652 | $4,797+17.8% | $6,569-14.0% | $3,169+78.4% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.4% |