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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,716 |
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 | $106,541 | $43,411+145.4% | $94,993+12.2% | $69,631+53.0% |
| Participation rate | 96.4% | 64.4%+31.9pp | 73.9%+22.5pp | 70.7%+25.7pp |
| Annual return | 19.86% | 22.54%-2.7pp | 27.12%-7.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $4,405 | $1,202+266.5% | $2,603+69.2% | $2,032+116.8% |
| Participant deferral / active EE | $10,037 | $2,384+321.0% | $3,317+202.6% | $3,224+211.4% |
| Admin fee / account holder | $46 | $87-47.7% | $4,960-99.1% | $110-58.6% |