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 9-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 | $142,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $207,278 | $39,948+418.9% | $89,391+131.9% | $73,409+182.4% |
| Participation rate | 97.5% | 50.4%+47.1pp | 68.0%+29.5pp | 72.2%+25.3pp |
| Annual return | 8.48% | 50.12%-41.6pp | 245.62%-237.1pp | 59.29%-50.8pp |
| Employer contribution / active EE | $4,245 | $1,200+253.8% | $2,586+64.2% | $2,234+90.1% |
| Participant deferral / active EE | $8,096 | $2,193+269.2% | $3,890+108.1% | $3,805+112.7% |
| Admin fee / account holder | $118 | $134-12.4% | $4,881-97.6% | $158-25.5% |