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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $466,489 |
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 | $183,677 | $143,525+28.0% | $379,746-51.6% | $90,288+103.4% |
| Participation rate | 96.9% | 82.9%+14.0pp | 78.4%+18.5pp | 73.4%+23.5pp |
| Annual return | 15.56% | 18.97%-3.4pp | 34.90%-19.3pp | 53.97%-38.4pp |
| Employer contribution / active EE | $4,994 | $3,201+56.0% | $3,540+41.1% | $2,524+97.8% |
| Participant deferral / active EE | $7,683 | $5,231+46.9% | $6,024+27.5% | $4,232+81.5% |
| Admin fee / account holder | $149 | $100+48.6% | $7,927-98.1% | $114+30.8% |