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 | $3,750 |
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 | $256,944 | $111,608+130.2% | $177,821+44.5% | $73,409+250.0% |
| Participation rate | 99.2% | 87.9%+11.3pp | 87.7%+11.5pp | 72.2%+27.0pp |
| Annual return | 16.31% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $5,951 | $3,796+56.8% | $5,918+0.6% | $2,234+166.4% |
| Participant deferral / active EE | $14,882 | $6,199+140.1% | $7,714+92.9% | $3,805+291.1% |
| Admin fee / account holder | $3 | $166-98.2% | $12,427-100.0% | $158-98.1% |