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 | $11,345 |
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 | $100,133 | $62,267+60.8% | $110,238-9.2% | $55,725+79.7% |
| Participation rate | 99.4% | 78.1%+21.3pp | 79.8%+19.6pp | 70.9%+28.5pp |
| Annual return | -3.12% | -1.07%-2.1pp | 314.74%-317.9pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,734 | $1,941+40.8% | $3,826-28.6% | $2,078+31.5% |
| Participant deferral / active EE | $4,525 | $3,516+28.7% | $4,672-3.2% | $3,356+34.8% |
| Admin fee / account holder | $17 | $121-85.8% | $8,547-99.8% | $115-85.1% |