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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,400 |
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 | $95,126 | $89,652+6.1% | $141,162-32.6% | $65,185+45.9% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.5%+12.9pp | 70.2%+25.1pp |
| Annual return | 23.99% | 32.79%-8.8pp | 71.39%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $12,403 | $5,691+117.9% | $6,709+84.9% | $3,514+253.0% |
| Admin fee / account holder | $3 | $569-99.6% | $10,261-100.0% | $847-99.7% |