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 | $19,123 |
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 | $46,222 | $88,122-47.5% | $141,162-67.3% | $67,579-31.6% |
| Participation rate | 86.2% | 76.5%+9.7pp | 82.5%+3.7pp | 71.3%+14.9pp |
| Annual return | 31.34% | 75.40%-44.1pp | 71.39%-40.0pp | 378.56%-347.2pp |
| Employer contribution / active EE | $2,666 | $3,224-17.3% | $4,735-43.7% | $2,148+24.2% |
| Participant deferral / active EE | $9,484 | $5,958+59.2% | $6,709+41.4% | $3,539+168.0% |
| Admin fee / account holder | $33 | $131-74.7% | $10,261-99.7% | $142-76.7% |