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 | $11,281 |
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 | $74,977 | $49,138+52.6% | $84,015-10.8% | $65,185+15.0% |
| Participation rate | 74.8% | 60.7%+14.1pp | 69.0%+5.8pp | 70.2%+4.6pp |
| Annual return | 18.29% | 23.00%-4.7pp | 71.31%-53.0pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,141 | $914+24.9% | $1,983-42.5% | $2,177-47.6% |
| Participant deferral / active EE | $4,411 | $2,397+84.0% | $3,239+36.2% | $3,514+25.5% |
| Admin fee / account holder | $87 | $543-83.9% | $6,101-98.6% | $847-89.7% |