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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,821 |
RVK, INC.6 years Filed as: R V KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $26,035 |
DELAP LLP7+ years Service code 16 · EIN 93-0418710 | Consulting | $18,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,188 | $89,436+254.7% | $164,813+92.5% | $77,643+308.5% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.1pp |
| Annual return | 13.94% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $6,334 | $2,569+146.6% | $4,341+45.9% | $2,726+132.4% |
| Participant deferral / active EE | $16,753 | $4,897+242.1% | $6,031+177.8% | $4,647+260.5% |
| Admin fee / account holder | $161 | $339-52.6% | $12,690-98.7% | $430-62.6% |