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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,050 |
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 | $285,369 | $73,102+290.4% | $123,544+131.0% | $56,287+407.0% |
| Participation rate | 84.8% | 74.3%+10.5pp | 82.3%+2.5pp | 69.9%+14.9pp |
| Annual return | -3.74% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $13,409 | $5,423+147.3% | $6,426+108.7% | $3,350+300.3% |
| Admin fee / account holder | $89 | $554-84.0% | $9,284-99.0% | $521-83.0% |