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 | $124,445 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $22,500 |
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 | $309,227 | $120,450+156.7% | $159,436+94.0% | $93,030+232.4% |
| Participation rate | 99.0% | 78.0%+21.0pp | 82.8%+16.2pp | 73.9%+25.1pp |
| Annual return | 40.74% | 27.11%+13.6pp | 263.57%-222.8pp | 158.70%-118.0pp |
| Employer contribution / active EE | $9,860 | $3,526+179.7% | $4,829+104.2% | $2,706+264.4% |
| Participant deferral / active EE | $11,426 | $7,283+56.9% | $7,352+55.4% | $4,562+150.4% |
| Admin fee / account holder | $72 | $137-47.5% | $10,799-99.3% | $152-52.7% |