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 | $4,045 |
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 | $75,010 | $63,905+17.4% | $74,183+1.1% | $57,658+30.1% |
| Participation rate | 93.0% | 79.8%+13.3pp | 76.6%+16.4pp | 70.2%+22.8pp |
| Annual return | 8.52% | 60.60%-52.1pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,240 | $1,840-32.6% | $2,370-47.7% | $1,974-37.2% |
| Participant deferral / active EE | $4,035 | $3,448+17.0% | $3,550+13.7% | $3,061+31.8% |
| Admin fee / account holder | $5 | $91-94.7% | $5,586-99.9% | $95-94.9% |