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 | $16,924 |
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 | $109,789 | $79,519+38.1% | $95,952+14.4% | $73,409+49.6% |
| Participation rate | 97.4% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 12.81% | 19.20%-6.4pp | 91.61%-78.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,409 | $2,048-31.2% | $2,541-44.5% | $2,234-36.9% |
| Participant deferral / active EE | $5,071 | $4,138+22.5% | $4,167+21.7% | $3,805+33.3% |
| Admin fee / account holder | $10 | $184-94.8% | $6,795-99.9% | $158-93.9% |