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 | $684 |
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 | $38,048 | $89,652-57.6% | $141,162-73.0% | $65,185-41.6% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.5%+0.6pp | 70.2%+12.9pp |
| Annual return | 42.93% | 32.79%+10.1pp | 71.39%-28.5pp | 29.38%+13.6pp |
| Employer contribution / active EE | $3,119 | $3,065+1.8% | $4,735-34.1% | $2,177+43.3% |
| Participant deferral / active EE | $8,775 | $5,691+54.2% | $6,709+30.8% | $3,514+149.7% |
| Admin fee / account holder | $6 | $569-98.9% | $10,261-99.9% | $847-99.3% |