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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,796 |
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 | $155,853 | $73,102+113.2% | $123,544+26.2% | $56,287+176.9% |
| Participation rate | 86.0% | 74.3%+11.7pp | 82.3%+3.7pp | 69.9%+16.2pp |
| Annual return | -4.67% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $13,494 | $5,423+148.8% | $6,426+110.0% | $3,350+302.8% |
| Admin fee / account holder | $88 | $554-84.2% | $9,284-99.1% | $521-83.2% |