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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,139 |
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 | $62,181 | $102,389-39.3% | $100,516-38.1% | $90,288-31.1% |
| Participation rate | 97.4% | 84.0%+13.3pp | 79.4%+18.0pp | 73.4%+24.0pp |
| Annual return | 31.99% | 22.50%+9.5pp | 30.89%+1.1pp | 53.97%-22.0pp |
| Employer contribution / active EE | $1,989 | $3,056-34.9% | $3,418-41.8% | $2,524-21.2% |
| Participant deferral / active EE | $17,013 | $7,514+126.4% | $6,270+171.3% | $4,232+302.0% |
| Admin fee / account holder | $26 | $83-68.3% | $8,081-99.7% | $114-76.9% |