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 | $175,494 |
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 | $149,387 | $51,447+190.4% | $104,607+42.8% | $73,409+103.5% |
| Participation rate | 95.8% | 68.2%+27.6pp | 74.1%+21.7pp | 72.2%+23.6pp |
| Annual return | 17.29% | 25.06%-7.8pp | 340.46%-323.2pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,920 | $1,441+102.6% | $2,681+8.9% | $2,234+30.7% |
| Participant deferral / active EE | $10,581 | $3,058+246.0% | $3,740+182.9% | $3,805+178.0% |
| Admin fee / account holder | $117 | $122-4.3% | $6,473-98.2% | $158-26.1% |