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 | $80,201 |
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 | $98,756 | $82,279+20.0% | $77,999+26.6% | $63,975+54.4% |
| Participation rate | 99.5% | 84.7%+14.8pp | 75.5%+24.0pp | 71.1%+28.4pp |
| Annual return | 8.06% | 11.20%-3.1pp | 425.96%-417.9pp | 48.65%-40.6pp |
| Employer contribution / active EE | $7,442 | $3,297+125.7% | $2,470+201.3% | $2,182+241.1% |
| Participant deferral / active EE | $7,056 | $4,538+55.5% | $3,497+101.8% | $3,356+110.2% |
| Admin fee / account holder | $17 | $81-78.6% | $5,480-99.7% | $70-75.3% |