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 |
|---|---|---|
WILLIAM VAUGHAN COMPANY4 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $8,439 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $364 |
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 | $48,771 | $54,590-10.7% | $81,930-40.5% | $73,488-33.6% |
| Participation rate | 84.6% | 68.3%+16.3pp | 72.0%+12.6pp | 70.7%+13.9pp |
| Annual return | 16.72% | 17.74%-1.0pp | 29.49%-12.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $751 | $1,636-54.1% | $4,310-82.6% | $2,270-66.9% |
| Participant deferral / active EE | $2,728 | $2,759-1.1% | $7,107-61.6% | $3,740-27.1% |
| Admin fee / account holder | $66 | $592-88.8% | $5,158-98.7% | $513-87.1% |