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 15 · EIN 23-1945930 | Recordkeeping | $50,784 |
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 | $228,267 | $71,802+217.9% | $133,980+70.4% | $57,658+295.9% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.1%+11.9pp | 70.2%+28.8pp |
| Annual return | 11.64% | 13.51%-1.9pp | 29.30%-17.7pp | 5.13%+6.5pp |
| Employer contribution / active EE | $9,273 | $3,161+193.3% | $5,211+77.9% | $1,974+369.8% |
| Participant deferral / active EE | $11,984 | $4,606+160.2% | $6,282+90.8% | $3,061+291.6% |
| Admin fee / account holder | $106 | $88+20.5% | $9,324-98.9% | $95+11.8% |