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 | $55,369 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $8,250 |
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 | $251,634 | $114,568+119.6% | $379,746-33.7% | $93,223+169.9% |
| Participation rate | 94.6% | 89.4%+5.2pp | 78.4%+16.2pp | 74.9%+19.7pp |
| Annual return | 15.41% | 16.38%-1.0pp | 34.90%-19.5pp | 19.29%-3.9pp |
| Employer contribution / active EE | $5,854 | $3,213+82.2% | $3,540+65.4% | $2,680+118.5% |
| Participant deferral / active EE | $8,257 | $6,118+35.0% | $6,024+37.1% | $4,563+81.0% |
| Admin fee / account holder | $5 | $72-93.1% | $7,927-99.9% | $79-93.7% |