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 | $2,270 |
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 | $56,061 | $99,957-43.9% | $149,696-62.6% | $73,488-23.7% |
| Participation rate | 70.3% | 75.7%-5.4pp | 82.5%-12.1pp | 70.7%-0.3pp |
| Annual return | 21.91% | 53.87%-32.0pp | 276.60%-254.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $905 | $3,191-71.6% | $4,644-80.5% | $2,270-60.1% |
| Participant deferral / active EE | $3,141 | $6,073-48.3% | $6,842-54.1% | $3,740-16.0% |
| Admin fee / account holder | $19 | $551-96.5% | $9,309-99.8% | $513-96.2% |