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 | $1,420 |
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 | $217,113 | $81,537+166.3% | $149,718+45.0% | $69,631+211.8% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.1%+11.6pp | 70.7%+27.9pp |
| Annual return | 19.58% | 22.79%-3.2pp | 1501.63%-1482.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $7,360 | $3,239+127.2% | $5,445+35.2% | $2,032+262.2% |
| Participant deferral / active EE | $21,960 | $4,994+339.7% | $6,569+234.3% | $3,224+581.2% |
| Admin fee / account holder | $1 | $107-99.5% | $11,283-100.0% | $110-99.5% |