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 | $5,748 |
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 | $313,926 | $85,135+268.7% | $98,907+217.4% | $73,409+327.6% |
| Participation rate | 98.2% | 81.1%+17.1pp | 76.0%+22.2pp | 72.2%+26.0pp |
| Annual return | 21.08% | 19.14%+1.9pp | 196.43%-175.3pp | 59.29%-38.2pp |
| Employer contribution / active EE | $16,364 | $2,721+501.4% | $2,689+508.6% | $2,234+632.6% |
| Participant deferral / active EE | $12,369 | $4,349+184.4% | $4,244+191.4% | $3,805+225.0% |
| Admin fee / account holder | $13 | $139-90.4% | $6,642-99.8% | $158-91.5% |