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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,712 |
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 | $135,799 | $96,458+40.8% | $136,294-0.4% | $77,958+74.2% |
| Participation rate | 97.1% | 75.4%+21.7pp | 81.9%+15.1pp | 71.6%+25.4pp |
| Annual return | 20.21% | 23.78%-3.6pp | 5155.94%-5135.7pp | 20.87%-0.7pp |
| Employer contribution / active EE | $2,677 | $3,144-14.8% | $4,695-43.0% | $2,310+15.9% |
| Participant deferral / active EE | $9,069 | $5,902+53.7% | $6,247+45.2% | $3,537+156.4% |
| Admin fee / account holder | $24 | $80-69.7% | $9,243-99.7% | $97-75.0% |