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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,437 |
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 | $83,367 | $54,573+52.8% | $90,951-8.3% | $73,488+13.4% |
| Participation rate | 72.1% | 61.2%+10.9pp | 69.0%+3.1pp | 70.7%+1.4pp |
| Annual return | 14.50% | 16.69%-2.2pp | 134.60%-120.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,093 | $991+10.3% | $2,122-48.5% | $2,270-51.8% |
| Participant deferral / active EE | $4,075 | $2,517+61.9% | $3,373+20.8% | $3,740+9.0% |
| Admin fee / account holder | $75 | $521-85.6% | $5,959-98.7% | $513-85.4% |