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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,850 |
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 | $69,181 | $65,592+5.5% | $90,160-23.3% | $69,631-0.6% |
| Participation rate | 80.1% | 77.6%+2.5pp | 76.9%+3.2pp | 70.7%+9.4pp |
| Annual return | 19.51% | 57.10%-37.6pp | 34.88%-15.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,070 | $2,193-51.2% | $3,318-67.8% | $2,032-47.4% |
| Participant deferral / active EE | $4,734 | $5,257-9.9% | $5,288-10.5% | $3,224+46.9% |
| Admin fee / account holder | $12 | $86-85.7% | $5,943-99.8% | $110-88.9% |