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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,615 |
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 | $73,926 | $72,770+1.6% | $67,652+9.3% | $55,191+33.9% |
| Participation rate | 93.9% | 78.8%+15.2pp | 75.7%+18.3pp | 69.2%+24.8pp |
| Annual return | 0.01% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,119 | $1,769-36.8% | $2,266-50.6% | $1,899-41.1% |
| Participant deferral / active EE | $3,728 | $3,408+9.4% | $3,560+4.7% | $3,046+22.4% |
| Admin fee / account holder | $6 | $79-92.1% | $4,821-99.9% | $91-93.1% |