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 | $2,606 |
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 | $64,111 | $78,422-18.2% | $95,952-33.2% | $79,858-19.7% |
| Participation rate | 96.1% | 73.5%+22.6pp | 77.1%+19.0pp | 69.6%+26.5pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $534 | $1,945-72.5% | $2,541-79.0% | $2,471-78.4% |
| Participant deferral / active EE | $3,553 | $3,440+3.3% | $4,167-14.7% | $3,740-5.0% |
| Admin fee / account holder | $23 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |