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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,431 |
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 | $76,873 | $59,186+29.9% | $76,768+0.1% | $56,287+36.6% |
| Participation rate | 83.0% | 75.2%+7.8pp | 77.0%+6.1pp | 69.9%+13.2pp |
| Annual return | -5.45% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,441 | $1,759+38.8% | $2,485-1.8% | $2,111+15.6% |
| Participant deferral / active EE | $5,922 | $3,255+81.9% | $3,852+53.7% | $3,350+76.8% |
| Admin fee / account holder | $58 | $489-88.2% | $6,675-99.1% | $521-88.9% |