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 7-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 | $89,121 |
RVK, INC.1 year Filed as: RV KUHNS & ASSOCS, INC. Service code 16 · EIN 93-0910652 | Consulting | $38,722 |
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 | $313,671 | $78,419+300.0% | $133,956+134.2% | $73,409+327.3% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.8%+19.3pp | 72.2%+27.0pp |
| Annual return | 16.20% | 33.35%-17.2pp | 45.09%-28.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $4,437 | $2,044+117.1% | $3,919+13.2% | $2,234+98.7% |
| Participant deferral / active EE | $12,877 | $3,925+228.1% | $5,048+155.1% | $3,805+238.4% |
| Admin fee / account holder | $215 | $161+33.3% | $8,927-97.6% | $158+36.2% |