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 | $21,497 |
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 | $44,803 | $88,122-49.2% | $141,162-68.3% | $67,579-33.7% |
| Participation rate | 91.3% | 76.5%+14.8pp | 82.5%+8.8pp | 71.3%+20.0pp |
| Annual return | 24.54% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $3,213 | $3,224-0.4% | $4,735-32.1% | $2,148+49.6% |
| Participant deferral / active EE | $5,577 | $5,958-6.4% | $6,709-16.9% | $3,539+57.6% |
| Admin fee / account holder | $54 | $131-58.9% | $10,261-99.5% | $142-62.2% |