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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,650 |
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 | $99,065 | $79,523+24.6% | $140,016-29.2% | $56,287+76.0% |
| Participation rate | 96.3% | 85.7%+10.6pp | 87.5%+8.8pp | 69.9%+26.4pp |
| Annual return | -5.17% | 2.39%-7.6pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,466 | $3,350+93.0% | $5,606+15.4% | $2,111+206.3% |
| Participant deferral / active EE | $6,494 | $5,129+26.6% | $6,927-6.2% | $3,350+93.9% |
| Admin fee / account holder | $3 | $614-99.4% | $10,705-100.0% | $521-99.3% |