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 | $203,211 |
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 | $89,268 | $88,730+0.6% | $82,313+8.4% | $77,958+14.5% |
| Participation rate | 98.5% | 84.5%+14.0pp | 76.9%+21.7pp | 71.6%+26.9pp |
| Annual return | 23.72% | 20.88%+2.8pp | 25.88%-2.2pp | 20.87%+2.9pp |
| Employer contribution / active EE | $1,528 | $2,758-44.6% | $2,428-37.1% | $2,310-33.9% |
| Participant deferral / active EE | $11,603 | $4,634+150.4% | $3,706+213.1% | $3,537+228.1% |
| Admin fee / account holder | $66 | $74-11.4% | $5,608-98.8% | $97-32.7% |