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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,561 |
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 | $257,898 | $80,177+221.7% | $123,892+108.2% | $57,658+347.3% |
| Participation rate | 96.0% | 74.4%+21.6pp | 81.4%+14.6pp | 70.2%+25.8pp |
| Annual return | 7.88% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $11,302 | $2,913+288.0% | $4,617+144.8% | $1,974+472.6% |
| Participant deferral / active EE | $8,474 | $5,130+65.2% | $5,984+41.6% | $3,061+176.9% |
| Admin fee / account holder | $36 | $106-65.7% | $8,357-99.6% | $95-61.5% |