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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $284,321 |
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 | $150,389 | $96,403+56.0% | $93,606+60.7% | $77,787+93.3% |
| Participation rate | 99.4% | 87.6%+11.7pp | 75.8%+23.6pp | 73.2%+26.2pp |
| Annual return | 21.86% | 39.36%-17.5pp | 32.76%-10.9pp | 32.57%-10.7pp |
| Employer contribution / active EE | $6,032 | $3,616+66.8% | $2,718+121.9% | $2,504+140.9% |
| Participant deferral / active EE | $8,735 | $5,341+63.5% | $4,069+114.7% | $3,967+120.2% |
| Admin fee / account holder | $80 | $90-11.2% | $7,888-99.0% | $100-20.5% |