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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,251 |
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 | $153,115 | $78,419+95.3% | $133,956+14.3% | $73,409+108.6% |
| Participation rate | 96.3% | 78.6%+17.7pp | 79.8%+16.5pp | 72.2%+24.2pp |
| Annual return | 14.99% | 33.35%-18.4pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $4,493 | $2,044+119.9% | $3,919+14.7% | $2,234+101.2% |
| Participant deferral / active EE | $9,134 | $3,925+132.7% | $5,048+81.0% | $3,805+140.0% |
| Admin fee / account holder | $63 | $161-61.1% | $8,927-99.3% | $158-60.3% |