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 | $24,005 |
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 | $144,602 | $66,124+118.7% | $90,404+60.0% | $73,488+96.8% |
| Participation rate | 98.5% | 69.7%+28.8pp | 72.7%+25.8pp | 70.7%+27.8pp |
| Annual return | 11.39% | 17.65%-6.3pp | 1293.02%-1281.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,120 | $2,346-9.6% | $3,262-35.0% | $2,270-6.6% |
| Participant deferral / active EE | $8,947 | $3,039+194.4% | $3,963+125.8% | $3,740+139.3% |
| Admin fee / account holder | $126 | $396-68.2% | $5,611-97.8% | $513-75.4% |