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 | $183,829 |
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 | $79,456 | $90,410-12.1% | $91,001-12.7% | $77,958+1.9% |
| Participation rate | 90.6% | 86.4%+4.2pp | 75.6%+15.0pp | 71.6%+18.9pp |
| Annual return | 16.08% | 21.34%-5.3pp | 4.60%+11.5pp | 20.87%-4.8pp |
| Employer contribution / active EE | $1,621 | $3,392-52.2% | $2,456-34.0% | $2,310-29.9% |
| Participant deferral / active EE | $3,758 | $4,816-22.0% | $3,547+5.9% | $3,537+6.3% |
| Admin fee / account holder | $162 | $79+104.9% | $5,417-97.0% | $97+66.1% |