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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,640 |
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 | $71,878 | $82,279-12.6% | $77,999-7.8% | $63,975+12.4% |
| Participation rate | 89.3% | 84.7%+4.6pp | 75.5%+13.8pp | 71.1%+18.2pp |
| Annual return | 7.82% | 11.20%-3.4pp | 425.96%-418.1pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,498 | $3,297-54.5% | $2,470-39.3% | $2,182-31.3% |
| Participant deferral / active EE | $3,388 | $4,538-25.4% | $3,497-3.1% | $3,356+0.9% |
| Admin fee / account holder | $31 | $81-61.5% | $5,480-99.4% | $70-55.5% |