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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,796 |
Filed as: DAVIDSON, HOLLAND, WHITESELL & CO. Service code 10 · EIN 56-1706742 | Accounting | $8,800 |
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 | $69,449 | $31,424+121.0% | $81,478-14.8% | $69,631-0.3% |
| Participation rate | 96.1% | 50.8%+45.3pp | 68.0%+28.2pp | 70.7%+25.4pp |
| Annual return | 26.47% | 22.44%+4.0pp | 38.78%-12.3pp | 27571.02%-27544.6pp |
| Employer contribution / active EE | $1,371 | $1,029+33.2% | $2,568-46.6% | $2,032-32.5% |
| Participant deferral / active EE | $4,383 | $1,838+138.4% | $3,537+23.9% | $3,224+36.0% |
| Admin fee / account holder | $74 | $103-27.7% | $4,561-98.4% | $110-32.8% |