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 | $187,287 |
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 | $79,034 | $96,458-18.1% | $136,294-42.0% | $77,958+1.4% |
| Participation rate | 97.1% | 75.4%+21.8pp | 81.9%+15.2pp | 71.6%+25.5pp |
| Annual return | 20.85% | 23.78%-2.9pp | 5155.94%-5135.1pp | 20.87%0pp |
| Employer contribution / active EE | $1,428 | $3,144-54.6% | $4,695-69.6% | $2,310-38.2% |
| Participant deferral / active EE | $7,764 | $5,902+31.5% | $6,247+24.3% | $3,537+119.5% |
| Admin fee / account holder | $80 | $80-0.2% | $9,243-99.1% | $97-17.5% |