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 | $2,276 |
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 | $54,629 | $62,586-12.7% | $76,768-28.8% | $64,186-14.9% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | 0.56% | -1.95%+2.5pp | 2.43%-1.9pp | 7.63%-7.1pp |
| Employer contribution / active EE | $436 | $1,832-76.2% | $2,485-82.5% | $2,381-81.7% |
| Participant deferral / active EE | $3,812 | $3,145+21.2% | $3,852-1.0% | $3,470+9.9% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.9% | $4,888-99.8% |