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 | $14,740 |
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 | $112,990 | $86,791+30.2% | $115,037-1.8% | $59,188+90.9% |
| Participation rate | 94.7% | 72.8%+21.9pp | 81.4%+13.3pp | 69.4%+25.3pp |
| Annual return | 0.72% | 4.44%-3.7pp | 26.14%-25.4pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,332 | $2,950-20.9% | $4,608-49.4% | $2,098+11.2% |
| Participant deferral / active EE | $7,859 | $5,298+48.3% | $6,026+30.4% | $3,265+140.7% |
| Admin fee / account holder | $3 | $95-96.7% | $8,175-100.0% | $92-96.6% |