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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,112 |
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 | $111,011 | $69,362+60.0% | $101,248+9.6% | $73,488+51.1% |
| Participation rate | 96.9% | 68.4%+28.5pp | 75.8%+21.1pp | 70.7%+26.2pp |
| Annual return | 15.92% | 18.46%-2.5pp | 46.47%-30.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,096 | $2,628-58.3% | $3,660-70.1% | $2,270-51.7% |
| Participant deferral / active EE | $3,786 | $3,300+14.7% | $4,370-13.4% | $3,740+1.2% |
| Admin fee / account holder | $90 | $704-87.2% | $5,945-98.5% | $513-82.4% |