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 | $60,077 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $396,467 | $111,608+255.2% | $177,821+123.0% | $73,409+440.1% |
| Participation rate | 99.0% | 87.9%+11.1pp | 87.7%+11.3pp | 72.2%+26.8pp |
| Annual return | 14.02% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $12,072 | $3,796+218.0% | $5,918+104.0% | $2,234+440.5% |
| Participant deferral / active EE | $12,324 | $6,199+98.8% | $7,714+59.8% | $3,805+223.9% |
| Admin fee / account holder | $125 | $166-24.6% | $12,427-99.0% | $158-20.9% |