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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,783 |
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 | $93,441 | $59,186+57.9% | $76,768+21.7% | $56,287+66.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 77.0%+18.7pp | 69.9%+25.8pp |
| Annual return | -3.30% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,028 | $1,759-41.6% | $2,485-58.7% | $2,111-51.3% |
| Participant deferral / active EE | $5,222 | $3,255+60.4% | $3,852+35.6% | $3,350+55.9% |
| Admin fee / account holder | $6 | $489-98.8% | $6,675-99.9% | $521-98.9% |