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 | $680 |
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 | $105,132 | $83,477+25.9% | $125,175-16.0% | $72,985+44.0% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.1pp | 69.5%+26.3pp |
| Annual return | 23.42% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $5,811 | $2,345+147.8% | $3,865+50.3% | $2,440+138.2% |
| Participant deferral / active EE | $3,663 | $3,585+2.2% | $4,937-25.8% | $3,607+1.5% |
| Admin fee / account holder | $5 | $5,517-99.9% | $9,702-99.9% | $5,124-99.9% |