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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,549 |
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 | $83,020 | $88,122-5.8% | $141,162-41.2% | $67,579+22.8% |
| Participation rate | 90.7% | 76.5%+14.2pp | 82.5%+8.2pp | 71.3%+19.4pp |
| Annual return | 24.22% | 75.40%-51.2pp | 71.39%-47.2pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,527 | $3,224-52.6% | $4,735-67.8% | $2,148-28.9% |
| Participant deferral / active EE | $8,637 | $5,958+45.0% | $6,709+28.7% | $3,539+144.0% |
| Admin fee / account holder | $54 | $131-58.9% | $10,261-99.5% | $142-62.2% |