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 | $32,477 |
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 | $59,043 | $134,045-56.0% | $80,019-26.2% | $75,289-21.6% |
| Participation rate | 86.9% | 85.8%+1.2pp | 75.8%+11.1pp | 72.4%+14.5pp |
| Annual return | -3.92% | -0.56%-3.4pp | 11.22%-15.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,928 | $3,492-44.8% | $2,468-21.9% | $2,405-19.8% |
| Participant deferral / active EE | $3,881 | $4,976-22.0% | $3,686+5.3% | $3,739+3.8% |
| Admin fee / account holder | $13 | $124-89.8% | $6,521-99.8% | $102-87.6% |