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 | $927,181 |
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 | $118,943 | $37,026+221.2% | $78,778+51.0% | $177,276-32.9% |
| Participation rate | 98.2% | 54.2%+44.0pp | 69.2%+29.0pp | 74.8%+23.4pp |
| Annual return | 17.11% | 16.20%+0.9pp | 35.62%-18.5pp | 21.25%-4.1pp |
| Employer contribution / active EE | $2,187 | $730+199.5% | $1,986+10.1% | $2,479-11.8% |
| Participant deferral / active EE | $4,103 | $1,412+190.6% | $2,958+38.7% | $3,881+5.7% |
| Admin fee / account holder | $116 | $77+51.7% | $5,134-97.7% | $154-24.7% |