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 | $145,881 |
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 | $74,344 | $74,024+0.4% | $77,999-4.7% | $57,658+28.9% |
| Participation rate | 97.5% | 79.7%+17.8pp | 75.5%+22.0pp | 70.2%+27.3pp |
| Annual return | 12.18% | 12.14%0pp | 425.96%-413.8pp | 5.13%+7.0pp |
| Employer contribution / active EE | $7,046 | $2,365+197.9% | $2,470+185.2% | $1,974+257.0% |
| Participant deferral / active EE | $11,252 | $3,533+218.5% | $3,497+221.8% | $3,061+267.6% |
| Admin fee / account holder | $121 | $93+29.5% | $5,480-97.8% | $95+27.6% |