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 | $1,136,235 |
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 | $123,921 | $41,410+199.3% | $84,015+47.5% | $82,204+50.7% |
| Participation rate | 97.9% | 57.6%+40.2pp | 69.0%+28.8pp | 73.4%+24.5pp |
| Annual return | 20.94% | 21.09%-0.1pp | 71.31%-50.4pp | 26.31%-5.4pp |
| Employer contribution / active EE | $1,305 | $833+56.6% | $1,983-34.2% | $2,707-51.8% |
| Participant deferral / active EE | $4,510 | $1,628+177.0% | $3,239+39.3% | $4,246+6.2% |
| Admin fee / account holder | $139 | $89+56.8% | $6,101-97.7% | $76+84.2% |