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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,888 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,807 | $67,606-23.4% | $82,313-37.1% | $70,131-26.1% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.3pp | 69.5%+24.6pp |
| Annual return | 18.54% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $15 | $1,755-99.1% | $2,428-99.4% | $2,342-99.4% |
| Participant deferral / active EE | $3,099 | $2,987+3.7% | $3,706-16.4% | $3,332-7.0% |
| Admin fee / account holder | $6 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |