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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,610 |
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 | $154,788 | $65,223+137.3% | $80,019+93.4% | $55,725+177.8% |
| Participation rate | 97.5% | 80.6%+16.9pp | 75.8%+21.6pp | 70.9%+26.6pp |
| Annual return | 1.24% | 7.59%-6.4pp | 11.22%-10.0pp | 244.93%-243.7pp |
| Employer contribution / active EE | $11,071 | $2,544+335.2% | $2,468+348.6% | $2,078+432.7% |
| Participant deferral / active EE | $12,197 | $3,881+214.3% | $3,686+230.9% | $3,356+263.5% |
| Admin fee / account holder | $6 | $114-95.1% | $6,521-99.9% | $115-95.1% |