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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,135 |
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 | $205,344 | $68,413+200.2% | $123,104+66.8% | $55,191+272.1% |
| Participation rate | 99.2% | 84.5%+14.7pp | 86.8%+12.5pp | 69.2%+30.1pp |
| Annual return | 1.31% | 6.30%-5.0pp | 13.22%-11.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $7,355 | $3,050+141.1% | $5,151+42.8% | $1,899+287.4% |
| Participant deferral / active EE | $11,099 | $4,490+147.2% | $6,230+78.2% | $3,046+264.3% |
| Admin fee / account holder | $14 | $88-84.0% | $9,015-99.8% | $91-84.6% |