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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,500 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $11,500 |
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 | $313,876 | $96,188+226.3% | $75,972+313.1% | $99,062+216.8% |
| Participation rate | 92.6% | 72.7%+19.9pp | 69.1%+23.5pp | 71.6%+21.0pp |
| Annual return | 16.13% | 16.48%-0.3pp | 359.55%-343.4pp | 17.66%-1.5pp |
| Employer contribution / active EE | $8,285 | $3,167+161.6% | $2,685+208.6% | $3,262+154.0% |
| Participant deferral / active EE | $9,960 | $4,842+105.7% | $4,255+134.1% | $5,331+86.8% |
| Admin fee / account holder | $1 | $87-98.4% | $6,467-100.0% | $109-98.7% |