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 | $155,918 |
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 | $46,238 | $168,231-72.5% | $67,834-31.8% | $63,975-27.7% |
| Participation rate | 92.3% | 66.8%+25.5pp | 68.8%+23.5pp | 71.1%+21.2pp |
| Annual return | 6.32% | 11.76%-5.4pp | 138.47%-132.2pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,192 | $1,907-37.5% | $2,403-50.4% | $2,182-45.4% |
| Participant deferral / active EE | $3,521 | $2,827+24.6% | $3,160+11.4% | $3,356+4.9% |
| Admin fee / account holder | $107 | $81+32.5% | $4,622-97.7% | $70+51.5% |