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 | $11,969 |
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 | $100,588 | $56,972+76.6% | $182,532-44.9% | $65,185+54.3% |
| Participation rate | 85.4% | 66.5%+18.9pp | 78.0%+7.5pp | 70.2%+15.2pp |
| Annual return | 20.92% | 27.67%-6.7pp | 148.54%-127.6pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,181 | $1,615+35.1% | $4,076-46.5% | $2,177+0.2% |
| Participant deferral / active EE | $5,602 | $3,526+58.9% | $5,524+1.4% | $3,514+59.4% |
| Admin fee / account holder | $43 | $528-91.8% | $8,592-99.5% | $847-94.9% |