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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,954 |
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 | $106,822 | $88,324+20.9% | $115,037-7.1% | $55,191+93.5% |
| Participation rate | 91.6% | 72.5%+19.0pp | 81.4%+10.2pp | 69.2%+22.4pp |
| Annual return | 0.85% | 6.30%-5.4pp | 26.14%-25.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,061 | $2,805-62.2% | $4,608-77.0% | $1,899-44.1% |
| Participant deferral / active EE | $6,985 | $5,042+38.5% | $6,026+15.9% | $3,046+129.3% |
| Admin fee / account holder | $22 | $105-79.5% | $8,175-99.7% | $91-76.2% |