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 | $21,231 |
Filed as: DAVIDSON, HOLLAND, WHITESELL & CO. Service code 10 · EIN 56-1706742 | Accounting | $9,128 |
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 | $62,639 | $44,473+40.8% | $76,523-18.1% | $55,725+12.4% |
| Participation rate | 98.5% | 51.0%+47.5pp | 68.0%+30.5pp | 70.9%+27.6pp |
| Annual return | 23.02% | -2.01%+25.0pp | -0.27%+23.3pp | 244.93%-221.9pp |
| Employer contribution / active EE | $1,517 | $1,101+37.8% | $2,647-42.7% | $2,078-27.0% |
| Participant deferral / active EE | $4,978 | $1,988+150.4% | $3,835+29.8% | $3,356+48.4% |
| Admin fee / account holder | $61 | $134-54.4% | $4,848-98.7% | $115-46.9% |