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 | $439,252 |
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 | $165,690 | $127,218+30.2% | $392,568-57.8% | $77,787+113.0% |
| Participation rate | 97.1% | 82.0%+15.1pp | 78.1%+19.0pp | 73.2%+23.9pp |
| Annual return | 24.77% | 25.27%-0.5pp | 24.42%+0.4pp | 32.57%-7.8pp |
| Employer contribution / active EE | $4,734 | $3,064+54.5% | $3,783+25.1% | $2,504+89.0% |
| Participant deferral / active EE | $7,022 | $4,820+45.7% | $5,985+17.3% | $3,967+77.0% |
| Admin fee / account holder | $141 | $89+58.5% | $6,260-97.7% | $100+41.0% |