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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,860 |
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 | $94,568 | $57,096+65.6% | $94,224+0.4% | $55,191+71.3% |
| Participation rate | 75.6% | 75.7%0pp | 78.8%-3.1pp | 69.2%+6.5pp |
| Annual return | 0.19% | 159.65%-159.5pp | 10.68%-10.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,423 | $1,708-16.7% | $3,587-60.3% | $1,899-25.1% |
| Participant deferral / active EE | $5,388 | $3,165+70.2% | $4,320+24.7% | $3,046+76.9% |
| Admin fee / account holder | $70 | $89-21.5% | $6,269-98.9% | $91-22.8% |