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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,651 |
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 | $97,393 | $58,320+67.0% | $86,436+12.7% | $66,914+45.5% |
| Participation rate | 95.7% | 78.6%+17.1pp | 80.3%+15.4pp | 69.8%+25.9pp |
| Annual return | -17.59% | -9.71%-7.9pp | 4394.89%-4412.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,152 | $2,615+20.5% | $3,769-16.4% | $2,544+23.9% |
| Participant deferral / active EE | $9,305 | $6,899+34.9% | $6,952+33.8% | $4,237+119.6% |
| Admin fee / account holder | $22 | $546-95.9% | $6,731-99.7% | $593-96.2% |