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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $548,719 |
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 | $116,407 | $101,523+14.7% | $141,162-17.5% | $77,787+49.6% |
| Participation rate | 98.3% | 77.4%+20.9pp | 82.5%+15.8pp | 73.2%+25.1pp |
| Annual return | 24.74% | 56.22%-31.5pp | 71.39%-46.7pp | 32.57%-7.8pp |
| Employer contribution / active EE | $3,558 | $3,341+6.5% | $4,735-24.9% | $2,504+42.1% |
| Participant deferral / active EE | $8,875 | $6,434+37.9% | $6,709+32.3% | $3,967+123.7% |
| Admin fee / account holder | $73 | $92-20.7% | $10,261-99.3% | $100-27.5% |