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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $173,969 | $161,852+7.5% | $92,233+88.6% | - |
| Participation rate | 98.0% | 64.7%+33.3pp | 76.5%+21.5pp | - |
| Annual return | 19.44% | 7.35%+12.1pp | 176.28%-156.8pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,679-100.0% | - |
| Participant deferral / active EE | $8,115 | $2,669+204.1% | $3,897+108.3% | - |
| Admin fee / account holder | $0 | $7,254-100.0% | $5,194-100.0% | - |