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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,662 |
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 | $85,940 | $31,424+173.5% | $81,478+5.5% | $69,631+23.4% |
| Participation rate | 97.5% | 50.8%+46.7pp | 68.0%+29.6pp | 70.7%+26.8pp |
| Annual return | 18.66% | 22.44%-3.8pp | 38.78%-20.1pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,828 | $1,029+77.6% | $2,568-28.8% | $2,032-10.0% |
| Participant deferral / active EE | $5,166 | $1,838+181.1% | $3,537+46.1% | $3,224+60.3% |
| Admin fee / account holder | $39 | $103-62.1% | $4,561-99.1% | $110-64.8% |