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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,272 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $7,050 |
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 | $268,466 | $103,482+159.4% | $130,231+106.1% | $103,482+159.4% |
| Participation rate | 91.8% | 73.3%+18.5pp | 76.3%+15.5pp | 73.3%+18.5pp |
| Annual return | 17.20% | 33.11%-15.9pp | 38.77%-21.6pp | 33.11%-15.9pp |
| Employer contribution / active EE | $7,771 | $3,208+142.3% | $4,126+88.4% | $3,208+142.3% |
| Participant deferral / active EE | $9,523 | $5,207+82.9% | $6,799+40.1% | $5,207+82.9% |
| Admin fee / account holder | $2 | $114-98.1% | $6,020-100.0% | $114-98.1% |