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 9-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,017 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $221,601 | $69,305+219.7% | $82,313+169.2% | $69,631+218.2% |
| Participation rate | 97.4% | 80.3%+17.1pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 14.19% | 21.47%-7.3pp | 25.88%-11.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $8,978 | $1,887+375.9% | $2,428+269.7% | $2,032+341.8% |
| Participant deferral / active EE | $4,121 | $3,568+15.5% | $3,706+11.2% | $3,224+27.8% |
| Admin fee / account holder | $35 | $97-63.8% | $5,608-99.4% | $110-68.1% |