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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210,975 |
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 | $173,937 | $88,730+96.0% | $82,313+111.3% | $77,958+123.1% |
| Participation rate | 97.9% | 84.5%+13.4pp | 76.9%+21.0pp | 71.6%+26.3pp |
| Annual return | 17.98% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $3,531 | $2,758+28.0% | $2,428+45.4% | $2,310+52.8% |
| Participant deferral / active EE | $14,122 | $4,634+204.7% | $3,706+281.1% | $3,537+299.3% |
| Admin fee / account holder | $81 | $74+9.4% | $5,608-98.6% | $97-16.9% |