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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,385 |
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 | $186,437 | $63,905+191.7% | $74,183+151.3% | $57,658+223.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.73% | 60.60%-51.9pp | 17.74%-9.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $8,669 | $1,840+371.0% | $2,370+265.8% | $1,974+339.2% |
| Participant deferral / active EE | $13,119 | $3,448+280.5% | $3,550+269.6% | $3,061+328.7% |
| Admin fee / account holder | $42 | $91-54.3% | $5,586-99.3% | $95-56.0% |