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 | $30,020 |
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 | $92,766 | $80,177+15.7% | $123,892-25.1% | $57,658+60.9% |
| Participation rate | 97.3% | 74.4%+22.8pp | 81.4%+15.9pp | 70.2%+27.0pp |
| Annual return | 11.72% | 17.90%-6.2pp | 47.52%-35.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $1,166 | $2,913-60.0% | $4,617-74.7% | $1,974-40.9% |
| Participant deferral / active EE | $8,288 | $5,130+61.5% | $5,984+38.5% | $3,061+170.8% |
| Admin fee / account holder | $24 | $106-77.4% | $8,357-99.7% | $95-74.5% |