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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,799 |
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 | $43,993 | $89,739-51.0% | $149,718-70.6% | $62,292-29.4% |
| Participation rate | 91.9% | 85.1%+6.8pp | 87.1%+4.9pp | 69.5%+22.4pp |
| Annual return | 19.51% | 21.01%-1.5pp | 1501.63%-1482.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $3,019 | $3,233-6.6% | $5,445-44.5% | $2,042+47.8% |
| Participant deferral / active EE | $4,454 | $4,797-7.1% | $6,569-32.2% | $3,169+40.6% |
| Admin fee / account holder | $58 | $551-89.5% | $11,283-99.5% | $479-87.9% |