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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $243,639 |
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 | $104,911 | $101,523+3.3% | $141,162-25.7% | $77,787+34.9% |
| Participation rate | 92.8% | 77.4%+15.4pp | 82.5%+10.3pp | 73.2%+19.6pp |
| Annual return | 42.65% | 56.22%-13.6pp | 71.39%-28.7pp | 32.57%+10.1pp |
| Employer contribution / active EE | $1,358 | $3,341-59.3% | $4,735-71.3% | $2,504-45.8% |
| Participant deferral / active EE | $7,733 | $6,434+20.2% | $6,709+15.3% | $3,967+94.9% |
| Admin fee / account holder | $98 | $92+7.1% | $10,261-99.0% | $100-2.0% |