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 | $37,966 |
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 | $62,559 | $64,909-3.6% | $82,313-24.0% | $62,292+0.4% |
| Participation rate | 97.1% | 74.9%+22.3pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 15.13% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $3,033 | $1,676+81.0% | $2,428+24.9% | $2,042+48.5% |
| Participant deferral / active EE | $2,182 | $3,103-29.7% | $3,706-41.1% | $3,169-31.2% |
| Admin fee / account holder | $77 | $440-82.6% | $5,608-98.6% | $479-84.0% |