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 | $15,848 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,545 | $51,620+11.5% | $90,281-36.3% | $65,185-11.7% |
| Participation rate | 71.1% | 68.6%+2.5pp | 73.3%-2.1pp | 70.2%+0.9pp |
| Annual return | 17.45% | 24.94%-7.5pp | 78.10%-60.6pp | 29.38%-11.9pp |
| Employer contribution / active EE | $73 | $2,235-96.7% | $2,854-97.4% | $2,177-96.6% |
| Participant deferral / active EE | $3,914 | $2,871+36.4% | $3,885+0.7% | $3,514+11.4% |
| Admin fee / account holder | $109 | $384-71.6% | $5,351-98.0% | $847-87.1% |