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 | $199,759 |
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 | $62,912 | $65,708-4.3% | $76,817-18.1% | $77,787-19.1% |
| Participation rate | 97.5% | 79.0%+18.6pp | 72.1%+25.5pp | 73.2%+24.3pp |
| Annual return | 20.86% | 49.86%-29.0pp | 1166.11%-1145.3pp | 32.57%-11.7pp |
| Employer contribution / active EE | $2,447 | $2,167+12.9% | $2,302+6.3% | $2,504-2.3% |
| Participant deferral / active EE | $5,618 | $3,254+72.7% | $3,336+68.4% | $3,967+41.6% |
| Admin fee / account holder | $87 | $91-3.7% | $6,420-98.6% | $100-12.6% |