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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,651 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,577 | $80,753-10.1% | $136,294-46.7% | $62,292+16.5% |
| Participation rate | 74.5% | 73.5%+1.0pp | 81.9%-7.4pp | 69.5%+5.0pp |
| Annual return | 16.81% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $111 | $2,884-96.1% | $4,695-97.6% | $2,042-94.6% |
| Participant deferral / active EE | $6,575 | $5,164+27.3% | $6,247+5.2% | $3,169+107.5% |
| Admin fee / account holder | $21 | $525-96.0% | $9,243-99.8% | $479-95.6% |