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 | $3,676 |
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 | $110,664 | $39,859+177.6% | $78,689+40.6% | $57,658+91.9% |
| Participation rate | 96.9% | 66.1%+30.8pp | 73.6%+23.3pp | 70.2%+26.7pp |
| Annual return | 11.90% | 18.96%-7.1pp | 62.18%-50.3pp | 5.13%+6.8pp |
| Employer contribution / active EE | $6,000 | $1,786+236.0% | $2,851+110.5% | $1,974+204.0% |
| Participant deferral / active EE | $17,475 | $2,248+677.3% | $3,517+396.9% | $3,061+471.0% |
| Admin fee / account holder | $5 | $76-93.5% | $4,510-99.9% | $95-94.7% |