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 9-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 | $395,156 |
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 | $127,794 | $82,279+55.3% | $77,999+63.8% | $63,975+99.8% |
| Participation rate | 98.5% | 84.7%+13.9pp | 75.5%+23.0pp | 71.1%+27.4pp |
| Annual return | 8.70% | 11.20%-2.5pp | 425.96%-417.3pp | 48.65%-40.0pp |
| Employer contribution / active EE | $6,055 | $3,297+83.7% | $2,470+145.1% | $2,182+177.5% |
| Participant deferral / active EE | $7,169 | $4,538+58.0% | $3,497+105.0% | $3,356+113.6% |
| Admin fee / account holder | $105 | $81+28.6% | $5,480-98.1% | $70+48.6% |