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 | $14,394 |
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 | $73,372 | $58,655+25.1% | $91,989-20.2% | $65,185+12.6% |
| Participation rate | 83.1% | 75.3%+7.8pp | 78.6%+4.5pp | 70.2%+12.9pp |
| Annual return | 22.46% | 33.92%-11.5pp | 69.02%-46.6pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,386 | $2,080+14.7% | $3,452-30.9% | $2,177+9.6% |
| Participant deferral / active EE | $8,977 | $5,474+64.0% | $5,923+51.6% | $3,514+155.5% |
| Admin fee / account holder | $81 | $434-81.4% | $7,743-99.0% | $847-90.5% |