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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,396 |
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 | $114,751 | $62,132+84.7% | $185,823-38.2% | $73,488+56.1% |
| Participation rate | 89.1% | 67.8%+21.3pp | 78.0%+11.1pp | 70.7%+18.4pp |
| Annual return | 17.61% | 20.44%-2.8pp | 35.95%-18.3pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,192 | $1,681+30.4% | $4,087-46.4% | $2,270-3.4% |
| Participant deferral / active EE | $5,342 | $3,711+43.9% | $5,632-5.2% | $3,740+42.8% |
| Admin fee / account holder | $51 | $419-87.8% | $9,500-99.5% | $513-90.1% |