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 | $3,688 |
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 | $288,103 | $100,041+188.0% | $149,718+92.4% | $70,131+310.8% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.1%+4.6pp | 69.5%+22.1pp |
| Annual return | 19.81% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $14,803 | $3,662+304.3% | $5,445+171.9% | $2,342+532.0% |
| Participant deferral / active EE | $18,061 | $4,983+262.5% | $6,569+174.9% | $3,332+442.1% |
| Admin fee / account holder | $18 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |