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.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $2,330 |
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 | $50,113 | $87,841-43.0% | $133,980-62.6% | $62,891-20.3% |
| Participation rate | 74.4% | 83.4%-9.0pp | 87.1%-12.7pp | 69.3%+5.1pp |
| Annual return | 8.88% | 12.05%-3.2pp | 29.30%-20.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,650 | $3,483+90.9% | $5,211+27.6% | $2,281+191.6% |
| Participant deferral / active EE | $12,394 | $4,812+157.6% | $6,282+97.3% | $3,203+287.0% |
| Admin fee / account holder | $20 | $5,371-99.6% | $9,324-99.8% | $4,296-99.5% |