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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,768 |
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 | $258,408 | $88,324+192.6% | $115,037+124.6% | $55,191+368.2% |
| Participation rate | 98.4% | 72.5%+25.9pp | 81.4%+17.1pp | 69.2%+29.3pp |
| Annual return | 0.03% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $11,888 | $2,805+323.8% | $4,608+158.0% | $1,899+526.1% |
| Participant deferral / active EE | $9,525 | $5,042+88.9% | $6,026+58.0% | $3,046+212.7% |
| Admin fee / account holder | $49 | $105-53.6% | $8,175-99.4% | $91-46.2% |