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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,054 |
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 | $69,999 | $80,211-12.7% | $74,183-5.6% | $63,975+9.4% |
| Participation rate | 99.8% | 84.2%+15.6pp | 76.6%+23.2pp | 71.1%+28.7pp |
| Annual return | 7.05% | 14.13%-7.1pp | 17.74%-10.7pp | 48.65%-41.6pp |
| Employer contribution / active EE | $3,163 | $2,553+23.9% | $2,370+33.5% | $2,182+45.0% |
| Participant deferral / active EE | $3,945 | $4,370-9.7% | $3,550+11.1% | $3,356+17.5% |
| Admin fee / account holder | $27 | $67-59.9% | $5,586-99.5% | $70-61.8% |