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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,064 |
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 | $114,726 | $46,423+147.1% | $75,886+51.2% | $67,579+69.8% |
| Participation rate | 93.5% | 63.1%+30.4pp | 69.3%+24.2pp | 71.3%+22.2pp |
| Annual return | 19.28% | 32.29%-13.0pp | 30.76%-11.5pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,634 | $1,406+16.2% | $2,500-34.7% | $2,148-23.9% |
| Participant deferral / active EE | $6,549 | $2,564+155.4% | $3,603+81.8% | $3,539+85.0% |
| Admin fee / account holder | $87 | $132-33.8% | $5,418-98.4% | $142-38.7% |