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 7-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,351 |
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 | $46,791 | $70,475-33.6% | $100,516-53.4% | $79,858-41.4% |
| Participation rate | 72.6% | 73.7%-1.1pp | 79.4%-6.8pp | 69.6%+2.9pp |
| Annual return | 21.81% | 21.90%-0.1pp | 30.89%-9.1pp | 31.71%-9.9pp |
| Employer contribution / active EE | $729 | $2,165-66.3% | $3,418-78.7% | $2,471-70.5% |
| Participant deferral / active EE | $15,597 | $5,181+201.0% | $6,270+148.8% | $3,740+317.0% |
| Admin fee / account holder | $36 | $4,478-99.2% | $8,081-99.5% | $5,306-99.3% |