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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,422 |
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 | $42,790 | $54,541-21.5% | $78,778-45.7% | $70,131-39.0% |
| Participation rate | 93.6% | 60.8%+32.8pp | 69.2%+24.4pp | 69.5%+24.1pp |
| Annual return | 17.12% | 21.07%-4.0pp | 35.62%-18.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,195 | $1,089+9.7% | $1,986-39.8% | $2,342-49.0% |
| Participant deferral / active EE | $2,314 | $2,210+4.7% | $2,958-21.8% | $3,332-30.6% |
| Admin fee / account holder | $151 | $3,709-95.9% | $5,134-97.1% | $4,645-96.7% |