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 | $7,776 |
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 | $26,098 | $58,083-55.1% | $80,019-67.4% | $56,287-53.6% |
| Participation rate | 71.6% | 73.6%-2.0pp | 75.8%-4.2pp | 69.9%+1.8pp |
| Annual return | -1.71% | 34.61%-36.3pp | 11.22%-12.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $2,280 | $1,932+18.0% | $2,468-7.6% | $2,111+8.0% |
| Participant deferral / active EE | $3,184 | $3,135+1.6% | $3,686-13.6% | $3,350-4.9% |
| Admin fee / account holder | $115 | $623-81.5% | $6,521-98.2% | $521-77.9% |