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 | $7,183 |
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 | $54,053 | $56,640-4.6% | $80,975-33.2% | $57,658-6.3% |
| Participation rate | 79.8% | 75.9%+3.9pp | 75.8%+3.9pp | 70.2%+9.5pp |
| Annual return | 8.70% | 19.97%-11.3pp | 17.10%-8.4pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,322 | $2,085-36.6% | $3,714-64.4% | $1,974-33.0% |
| Participant deferral / active EE | $4,333 | $4,944-12.4% | $5,696-23.9% | $3,061+41.6% |
| Admin fee / account holder | $10 | $87-88.0% | $5,516-99.8% | $95-89.0% |