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 | $24,258 |
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 | $133,484 | $75,388+77.1% | $123,544+8.0% | $55,725+139.5% |
| Participation rate | 98.1% | 75.7%+22.5pp | 82.3%+15.8pp | 70.9%+27.3pp |
| Annual return | -5.51% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,128 | $3,063-63.2% | $4,628-75.6% | $2,078-45.7% |
| Participant deferral / active EE | $8,391 | $5,651+48.5% | $6,426+30.6% | $3,356+150.1% |
| Admin fee / account holder | $39 | $120-67.5% | $9,284-99.6% | $115-66.2% |