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 | $14,722 |
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 | $94,167 | $63,114+49.2% | $92,893+1.4% | $65,185+44.5% |
| Participation rate | 91.9% | 68.8%+23.1pp | 76.0%+15.9pp | 70.2%+21.7pp |
| Annual return | 21.82% | 28.75%-6.9pp | 109.41%-87.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,078 | $2,571-58.1% | $3,653-70.5% | $2,177-50.5% |
| Participant deferral / active EE | $3,620 | $3,108+16.5% | $4,236-14.5% | $3,514+3.0% |
| Admin fee / account holder | $52 | $624-91.7% | $5,794-99.1% | $847-93.9% |