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 | $1,410 |
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 | $51,991 | $66,813-22.2% | $100,516-48.3% | $73,488-29.3% |
| Participation rate | 78.0% | 77.5%+0.5pp | 79.4%-1.4pp | 70.7%+7.3pp |
| Annual return | 28.61% | 25.70%+2.9pp | 30.89%-2.3pp | 28.51%+0.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,992 | $5,883+120.8% | $6,270+107.2% | $3,740+247.4% |
| Admin fee / account holder | $6 | $512-98.9% | $8,081-99.9% | $513-98.9% |