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 | $2,490,619 |
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 | $127,886 | $73,367+74.3% | $106,387+20.2% | $73,367+74.3% |
| Participation rate | 93.3% | 69.5%+23.9pp | 77.5%+15.9pp | 69.5%+23.9pp |
| Annual return | -4.86% | 173.45%-178.3pp | 0.25%-5.1pp | 173.45%-178.3pp |
| Employer contribution / active EE | $6,829 | $2,499+173.3% | $3,520+94.0% | $2,499+173.3% |
| Participant deferral / active EE | $8,995 | $4,033+123.1% | $5,421+65.9% | $4,033+123.1% |
| Admin fee / account holder | $93 | $68+35.7% | $7,510-98.8% | $68+35.7% |