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 | $56,256 |
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 | $45,767 | $86,338-47.0% | $91,989-50.2% | $77,787-41.2% |
| Participation rate | 96.1% | 82.9%+13.1pp | 78.6%+17.4pp | 73.2%+22.9pp |
| Annual return | 37.13% | 29.65%+7.5pp | 69.02%-31.9pp | 32.57%+4.6pp |
| Employer contribution / active EE | $0 | $2,988-100.0% | $3,452-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $13,794 | $6,908+99.7% | $5,923+132.9% | $3,967+247.7% |
| Admin fee / account holder | $23 | $79-70.7% | $7,743-99.7% | $100-76.8% |