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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,031 |
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 | $106,472 | $73,404+45.0% | $87,100+22.2% | $67,579+57.6% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 22.19% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $847 | $2,014-57.9% | $2,521-66.4% | $2,148-60.6% |
| Participant deferral / active EE | $4,512 | $3,913+15.3% | $4,049+11.4% | $3,539+27.5% |
| Admin fee / account holder | $16 | $142-88.7% | $7,497-99.8% | $142-88.7% |