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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,013 |
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 | $42,326 | $54,281-22.0% | $60,547-30.1% | $59,188-28.5% |
| Participation rate | 92.8% | 66.8%+26.0pp | 68.0%+24.9pp | 69.4%+23.4pp |
| Annual return | 0.23% | 1.74%-1.5pp | 335.64%-335.4pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,116 | $2,031-45.1% | $2,419-53.9% | $2,098-46.8% |
| Participant deferral / active EE | $3,265 | $2,789+17.1% | $3,328-1.9% | $3,2650% |
| Admin fee / account holder | $100 | $64+55.8% | $4,536-97.8% | $92+8.9% |