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 | $800 |
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 | $227,619 | $80,753+181.9% | $136,294+67.0% | $62,292+265.4% |
| Participation rate | 98.1% | 73.5%+24.5pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 16.37% | 35.83%-19.5pp | 5155.94%-5139.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,906 | $2,884+0.8% | $4,695-38.1% | $2,042+42.3% |
| Participant deferral / active EE | $7,798 | $5,164+51.0% | $6,247+24.8% | $3,169+146.1% |
| Admin fee / account holder | $4 | $525-99.2% | $9,243-100.0% | $479-99.1% |