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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $231,474 |
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 | $68,450 | $74,462-8.1% | $81,983-16.5% | $90,288-24.2% |
| Participation rate | 90.3% | 69.7%+20.6pp | 69.2%+21.0pp | 73.4%+16.9pp |
| Annual return | 18.39% | 17.56%+0.8pp | 41.31%-22.9pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,564 | $2,334-33.0% | $2,498-37.4% | $2,524-38.1% |
| Participant deferral / active EE | $4,618 | $3,602+28.2% | $3,722+24.1% | $4,232+9.1% |
| Admin fee / account holder | $128 | $98+30.5% | $5,664-97.7% | $114+12.1% |