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 | $48,205 |
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 | $39,744 | $61,125-35.0% | $108,579-63.4% | $63,975-37.9% |
| Participation rate | 96.8% | 80.5%+16.3pp | 79.6%+17.2pp | 71.1%+25.7pp |
| Annual return | 21.45% | 14.06%+7.4pp | -51.70%+73.1pp | 48.65%-27.2pp |
| Employer contribution / active EE | $1,236 | $2,237-44.7% | $3,758-67.1% | $2,182-43.3% |
| Participant deferral / active EE | $2,658 | $3,574-25.6% | $4,311-38.3% | $3,356-20.8% |
| Admin fee / account holder | $22 | $72-68.9% | $7,645-99.7% | $70-68.3% |