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 16 · EIN 23-1945930 | Consulting | $2,194 |
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 | $234,854 | $136,307+72.3% | $177,821+32.1% | $73,488+219.6% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.7%+9.4pp | 70.7%+26.5pp |
| Annual return | 17.89% | 18.68%-0.8pp | 48.32%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $26,583 | $3,712+616.1% | $5,918+349.2% | $2,270+1071.0% |
| Participant deferral / active EE | $11,786 | $5,829+102.2% | $7,714+52.8% | $3,740+215.2% |
| Admin fee / account holder | $8 | $596-98.6% | $12,427-99.9% | $513-98.4% |