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 | $2,155 |
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 | $32,183 | $99,957-67.8% | $149,696-78.5% | $73,488-56.2% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.5%+15.4pp | 70.7%+27.2pp |
| Annual return | 28.51% | 53.87%-25.4pp | 276.60%-248.1pp | 28.51%0pp |
| Employer contribution / active EE | $1,116 | $3,191-65.0% | $4,644-76.0% | $2,270-50.8% |
| Participant deferral / active EE | $11,668 | $6,073+92.1% | $6,842+70.5% | $3,740+212.0% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.8% |