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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,485 |
Filed as: DAVIDSON HOLLAND WHITESELL & CO PLL Service code 10 · EIN 56-1706742 | Accounting | $9,227 |
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 | $83,685 | $39,948+109.5% | $89,391-6.4% | $73,409+14.0% |
| Participation rate | 97.5% | 50.4%+47.1pp | 68.0%+29.6pp | 72.2%+25.4pp |
| Annual return | 19.03% | 50.12%-31.1pp | 245.62%-226.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,293 | $1,200+7.8% | $2,586-50.0% | $2,234-42.1% |
| Participant deferral / active EE | $4,217 | $2,193+92.3% | $3,890+8.4% | $3,805+10.8% |
| Admin fee / account holder | $76 | $134-43.2% | $4,881-98.4% | $158-51.7% |