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 6-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $306 |
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 | $26,858 | $58,655-54.2% | $91,989-70.8% | $65,185-58.8% |
| Participation rate | 76.4% | 75.3%+1.1pp | 78.6%-2.2pp | 70.2%+6.2pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.02%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $3,940 | $2,080+89.4% | $3,452+14.2% | $2,177+81.0% |
| Participant deferral / active EE | $10,743 | $5,474+96.2% | $5,923+81.4% | $3,514+205.7% |
| Admin fee / account holder | $2 | $434-99.5% | $7,743-100.0% | $847-99.8% |