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 | $12,141 |
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 | $96,262 | $50,106+92.1% | $70,014+37.5% | $57,658+67.0% |
| Participation rate | 94.1% | 70.9%+23.3pp | 71.8%+22.3pp | 70.2%+23.9pp |
| Annual return | 9.09% | 14.58%-5.5pp | 12.99%-3.9pp | 5.13%+4.0pp |
| Employer contribution / active EE | $2,936 | $1,739+68.8% | $2,338+25.5% | $1,974+48.7% |
| Participant deferral / active EE | $3,645 | $2,486+46.6% | $2,931+24.4% | $3,061+19.1% |
| Admin fee / account holder | $22 | $89-75.5% | $4,380-99.5% | $95-76.9% |