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 | $11,887 |
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 | $132,186 | $58,083+127.6% | $80,019+65.2% | $56,287+134.8% |
| Participation rate | 97.2% | 73.6%+23.6pp | 75.8%+21.4pp | 69.9%+27.3pp |
| Annual return | -3.19% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,528 | $1,932-20.9% | $2,468-38.1% | $2,111-27.6% |
| Participant deferral / active EE | $4,877 | $3,135+55.6% | $3,686+32.3% | $3,350+45.6% |
| Admin fee / account holder | $49 | $623-92.1% | $6,521-99.2% | $521-90.5% |