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 | $74,738 |
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 | $299,480 | $101,523+195.0% | $141,162+112.2% | $77,787+285.0% |
| Participation rate | 98.9% | 77.4%+21.6pp | 82.5%+16.5pp | 73.2%+25.7pp |
| Annual return | 23.55% | 56.22%-32.7pp | 71.39%-47.8pp | 32.57%-9.0pp |
| Employer contribution / active EE | $11,393 | $3,341+241.0% | $4,735+140.6% | $2,504+354.9% |
| Participant deferral / active EE | $11,107 | $6,434+72.6% | $6,709+65.6% | $3,967+180.0% |
| Admin fee / account holder | $42 | $92-53.9% | $10,261-99.6% | $100-57.9% |