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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,840 |
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 | $156,690 | $66,310+136.3% | $93,606+67.4% | $65,185+140.4% |
| Participation rate | 96.2% | 74.0%+22.2pp | 75.8%+20.3pp | 70.2%+26.0pp |
| Annual return | 23.36% | 42.58%-19.2pp | 32.76%-9.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,557 | $2,012-22.6% | $2,718-42.7% | $2,177-28.5% |
| Participant deferral / active EE | $4,922 | $3,342+47.3% | $4,069+21.0% | $3,514+40.1% |
| Admin fee / account holder | $55 | $6,897-99.2% | $7,888-99.3% | $847-93.5% |