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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,265 |
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 | $50,045 | $55,182-9.3% | $73,307-31.7% | $55,191-9.3% |
| Participation rate | 77.6% | 73.9%+3.7pp | 74.9%+2.7pp | 69.2%+8.5pp |
| Annual return | -0.39% | 8.55%-8.9pp | 5.67%-6.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,085 | $1,935-43.9% | $3,237-66.5% | $1,899-42.8% |
| Participant deferral / active EE | $3,733 | $4,641-19.6% | $4,991-25.2% | $3,046+22.6% |
| Admin fee / account holder | $11 | $68-84.4% | $5,637-99.8% | $91-88.2% |