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 | $750 |
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 | $80,716 | $76,367+5.7% | $93,606-13.8% | $72,985+10.6% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.8%+11.2pp | 69.5%+17.5pp |
| Annual return | 19.92% | 25.82%-5.9pp | 32.76%-12.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $883 | $2,275-61.2% | $2,718-67.5% | $2,440-63.8% |
| Participant deferral / active EE | $3,162 | $3,538-10.6% | $4,069-22.3% | $3,607-12.3% |
| Admin fee / account holder | $5 | $6,838-99.9% | $7,888-99.9% | $5,124-99.9% |