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 | $10,150 |
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 | $75,122 | $69,305+8.4% | $82,313-8.7% | $69,631+7.9% |
| Participation rate | 78.1% | 80.3%-2.1pp | 76.9%+1.2pp | 70.7%+7.4pp |
| Annual return | 31.24% | 21.47%+9.8pp | 25.88%+5.4pp | 27571.02%-27539.8pp |
| Employer contribution / active EE | $1,822 | $1,887-3.4% | $2,428-25.0% | $2,032-10.3% |
| Participant deferral / active EE | $3,554 | $3,568-0.4% | $3,706-4.1% | $3,224+10.2% |
| Admin fee / account holder | $7 | $97-93.0% | $5,608-99.9% | $110-93.8% |