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 8-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.3+ years Service code 37 · EIN 23-1945930 | Loan Processing | $4,440 |
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 | $97,356 | $58,655+66.0% | $91,989+5.8% | $65,185+49.4% |
| Participation rate | 97.7% | 75.3%+22.5pp | 78.6%+19.1pp | 70.2%+27.5pp |
| Annual return | 22.85% | 33.92%-11.1pp | 69.02%-46.2pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,357 | $2,080+13.3% | $3,452-31.7% | $2,177+8.3% |
| Participant deferral / active EE | $6,694 | $5,474+22.3% | $5,923+13.0% | $3,514+90.5% |
| Admin fee / account holder | $27 | $434-93.8% | $7,743-99.7% | $847-96.8% |