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 | $9,265 |
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 | $91,374 | $57,103+60.0% | $87,507+4.4% | $57,658+58.5% |
| Participation rate | 95.9% | 64.3%+31.5pp | 73.8%+22.0pp | 70.2%+25.6pp |
| Annual return | 8.75% | 12.71%-4.0pp | 12.21%-3.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $4,255 | $1,107+284.3% | $2,550+66.9% | $1,974+115.6% |
| Participant deferral / active EE | $9,073 | $2,250+303.3% | $3,149+188.1% | $3,061+196.4% |
| Admin fee / account holder | $5 | $281-98.4% | $4,221-99.9% | $95-95.1% |