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 | $5,375 |
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 | $239,686 | $87,841+172.9% | $133,980+78.9% | $62,891+281.1% |
| Participation rate | 88.4% | 83.4%+5.0pp | 87.1%+1.4pp | 69.3%+19.1pp |
| Annual return | 9.14% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $14,598 | $3,483+319.1% | $5,211+180.1% | $2,281+540.0% |
| Participant deferral / active EE | $16,115 | $4,812+234.9% | $6,282+156.5% | $3,203+403.1% |
| Admin fee / account holder | $29 | $5,371-99.5% | $9,324-99.7% | $4,296-99.3% |