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 | $3,414 |
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 | $157,370 | $91,019+72.9% | $392,568-59.9% | $72,985+115.6% |
| Participation rate | 89.8% | 74.4%+15.5pp | 78.1%+11.8pp | 69.5%+20.3pp |
| Annual return | 21.16% | 20.00%+1.2pp | 24.42%-3.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,350 | $2,751+58.1% | $3,783+15.0% | $2,440+78.3% |
| Participant deferral / active EE | $5,917 | $4,570+29.5% | $5,985-1.1% | $3,607+64.0% |
| Admin fee / account holder | $42 | $4,895-99.1% | $6,260-99.3% | $5,124-99.2% |