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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,510 |
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 | $101,069 | $57,096+77.0% | $94,224+7.3% | $55,191+83.1% |
| Participation rate | 99.6% | 75.7%+23.9pp | 78.8%+20.8pp | 69.2%+30.4pp |
| Annual return | -0.49% | 159.65%-160.1pp | 10.68%-11.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,757 | $1,708+61.4% | $3,587-23.1% | $1,899+45.2% |
| Participant deferral / active EE | $6,349 | $3,165+100.6% | $4,320+47.0% | $3,046+108.4% |
| Admin fee / account holder | $6 | $89-93.5% | $6,269-99.9% | $91-93.6% |