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 | $259,526 |
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 | $82,424 | $78,852+4.5% | $76,768+7.4% | $75,289+9.5% |
| Participation rate | 98.5% | 85.0%+13.5pp | 77.0%+21.5pp | 72.4%+26.1pp |
| Annual return | -5.29% | -1.29%-4.0pp | 2.43%-7.7pp | -0.04%-5.3pp |
| Employer contribution / active EE | $1,508 | $2,794-46.1% | $2,485-39.3% | $2,405-37.3% |
| Participant deferral / active EE | $11,752 | $4,800+144.9% | $3,852+205.1% | $3,739+214.3% |
| Admin fee / account holder | $73 | $79-7.8% | $6,675-98.9% | $102-28.8% |