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 |
|---|---|---|
Service code 49 · EIN 59-3331424 | Other Services | $64,646 |
THE VANGUARD GROUP, INC.4 years Service code 13 · EIN 23-1945930 | Contract Administrator | $20,168 |
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 | $60,669 | $79,519-23.7% | $95,952-36.8% | $73,409-17.4% |
| Participation rate | 91.0% | 81.2%+9.8pp | 77.1%+13.9pp | 72.2%+18.8pp |
| Annual return | 22.96% | 19.20%+3.8pp | 91.61%-68.6pp | 59.29%-36.3pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,614 | $4,138+11.5% | $4,167+10.7% | $3,805+21.2% |
| Admin fee / account holder | $159 | $184-14.0% | $6,795-97.7% | $158+0.4% |