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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,124 |
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 | $99,136 | $91,418+8.4% | $87,100+13.8% | - |
| Participation rate | 84.8% | 78.6%+6.3pp | 76.9%+8.0pp | - |
| Annual return | 21.10% | 14.06%+7.0pp | 28.19%-7.1pp | - |
| Employer contribution / active EE | $2,706 | $2,156+25.5% | $2,521+7.3% | - |
| Participant deferral / active EE | $6,608 | $3,251+103.3% | $4,049+63.2% | - |
| Admin fee / account holder | $43 | $8,929-99.5% | $7,497-99.4% | - |