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 | $11,777 |
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 | $82,640 | $61,214+35.0% | $83,333-0.8% | $56,287+46.8% |
| Participation rate | 88.4% | 72.6%+15.9pp | 77.8%+10.7pp | 69.9%+18.6pp |
| Annual return | -4.29% | 0.42%-4.7pp | 10.63%-14.9pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,509 | $1,925-21.6% | $3,379-55.3% | $2,111-28.5% |
| Participant deferral / active EE | $2,532 | $5,091-50.3% | $5,565-54.5% | $3,350-24.4% |
| Admin fee / account holder | $60 | $512-88.2% | $7,510-99.2% | $521-88.4% |