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 | $37,174 |
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 | $54,199 | $60,165-9.9% | $74,183-26.9% | $55,167-1.8% |
| Participation rate | 98.3% | 74.2%+24.1pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 7.05% | 10.00%-2.9pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,560 | $1,600+122.5% | $2,370+50.2% | $1,963+81.4% |
| Participant deferral / active EE | $2,054 | $2,973-30.9% | $3,550-42.1% | $3,054-32.8% |
| Admin fee / account holder | $77 | $419-81.7% | $5,586-98.6% | $504-84.8% |