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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,761 |
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 | $44,556 | $37,039+20.3% | $147,614-69.8% | $59,188-24.7% |
| Participation rate | 99.5% | 63.8%+35.7pp | 84.6%+14.9pp | 69.4%+30.1pp |
| Annual return | 0.84% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,376 | $1,353+149.6% | $5,564-39.3% | $2,098+60.9% |
| Participant deferral / active EE | $2,742 | $2,094+31.0% | $4,895-44.0% | $3,265-16.0% |
| Admin fee / account holder | $11 | $60-81.6% | $11,611-99.9% | $92-88.0% |