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 6-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 | $58,219 |
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 | $82,380 | $120,075-31.4% | $90,782-9.3% | $55,725+47.8% |
| Participation rate | 91.6% | 88.0%+3.6pp | 82.7%+8.9pp | 70.9%+20.7pp |
| Annual return | -3.95% | -3.47%-0.5pp | -3.42%-0.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,556 | $4,693-45.5% | $4,105-37.7% | $2,078+23.0% |
| Participant deferral / active EE | $6,026 | $6,826-11.7% | $5,366+12.3% | $3,356+79.6% |
| Admin fee / account holder | $102 | $111-8.2% | $5,908-98.3% | $115-11.2% |