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 | $1,060,793 |
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 | $107,337 | $32,284+232.5% | $74,550+44.0% | $68,904+55.8% |
| Participation rate | 97.8% | 58.1%+39.8pp | 69.1%+28.7pp | 74.1%+23.7pp |
| Annual return | -4.59% | -4.24%-0.4pp | 32.53%-37.1pp | 1.07%-5.7pp |
| Employer contribution / active EE | $1,340 | $782+71.4% | $1,961-31.7% | $2,540-47.3% |
| Participant deferral / active EE | $4,297 | $1,518+183.1% | $3,108+38.3% | $4,015+7.0% |
| Admin fee / account holder | $133 | $72+84.0% | $5,060-97.4% | $71+86.1% |