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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,375 |
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 | $144,515 | $127,481+13.4% | $149,696-3.5% | $90,288+60.1% |
| Participation rate | 98.1% | 78.2%+19.9pp | 82.5%+15.6pp | 73.4%+24.8pp |
| Annual return | 17.51% | 57.78%-40.3pp | 276.60%-259.1pp | 53.97%-36.5pp |
| Employer contribution / active EE | $3,275 | $3,448-5.0% | $4,644-29.5% | $2,524+29.7% |
| Participant deferral / active EE | $10,645 | $6,975+52.6% | $6,842+55.6% | $4,232+151.5% |
| Admin fee / account holder | $86 | $152-43.1% | $9,309-99.1% | $114-24.3% |