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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,343 |
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 | $87,677 | $75,183+16.6% | $123,892-29.2% | $55,167+58.9% |
| Participation rate | 94.7% | 72.8%+21.9pp | 81.4%+13.3pp | 69.0%+25.7pp |
| Annual return | 8.05% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,026 | $2,823+7.2% | $4,617-34.5% | $1,963+54.2% |
| Participant deferral / active EE | $3,212 | $5,084-36.8% | $5,984-46.3% | $3,054+5.2% |
| Admin fee / account holder | $44 | $663-93.4% | $8,357-99.5% | $504-91.3% |