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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $889,388 |
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 | $126,291 | $105,247+20.0% | $87,100+45.0% | $77,787+62.4% |
| Participation rate | 99.4% | 85.8%+13.6pp | 76.9%+22.5pp | 73.2%+26.2pp |
| Annual return | 20.29% | 24.52%-4.2pp | 28.19%-7.9pp | 32.57%-12.3pp |
| Employer contribution / active EE | $5,008 | $2,895+73.0% | $2,521+98.6% | $2,504+100.0% |
| Participant deferral / active EE | $5,052 | $5,060-0.2% | $4,049+24.8% | $3,967+27.3% |
| Admin fee / account holder | $157 | $104+50.6% | $7,497-97.9% | $100+57.3% |