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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,433 |
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 | $350,226 | $127,481+174.7% | $149,696+134.0% | $90,288+287.9% |
| Participation rate | 98.7% | 78.2%+20.5pp | 82.5%+16.2pp | 73.4%+25.4pp |
| Annual return | 17.77% | 57.78%-40.0pp | 276.60%-258.8pp | 53.97%-36.2pp |
| Employer contribution / active EE | $12,214 | $3,448+254.2% | $4,644+163.0% | $2,524+383.9% |
| Participant deferral / active EE | $12,179 | $6,975+74.6% | $6,842+78.0% | $4,232+187.8% |
| Admin fee / account holder | $40 | $152-73.5% | $9,309-99.6% | $114-64.8% |