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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,816 |
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 | $101,293 | $79,523+27.4% | $140,016-27.7% | $56,287+80.0% |
| Participation rate | 94.4% | 85.7%+8.6pp | 87.5%+6.9pp | 69.9%+24.5pp |
| Annual return | -4.01% | 2.39%-6.4pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,838 | $3,350-45.1% | $5,606-67.2% | $2,111-12.9% |
| Participant deferral / active EE | $4,930 | $5,129-3.9% | $6,927-28.8% | $3,350+47.2% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.6% |