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 | $9,989 |
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 | $173,635 | $138,427+25.4% | $97,995+77.2% | $69,631+149.4% |
| Participation rate | 98.2% | 90.0%+8.2pp | 82.4%+15.8pp | 70.7%+27.5pp |
| Annual return | 18.62% | 26.21%-7.6pp | 23.94%-5.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $8,552 | $4,858+76.0% | $4,158+105.7% | $2,032+320.8% |
| Participant deferral / active EE | $10,027 | $7,165+39.9% | $5,097+96.7% | $3,224+211.0% |
| Admin fee / account holder | $10 | $101-89.7% | $5,943-99.8% | $110-90.6% |