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 | $81,386 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $322,016 | $155,795+106.7% | $136,294+136.3% | $69,631+362.5% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 15.84% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $12,281 | $2,991+310.6% | $4,695+161.5% | $2,032+504.3% |
| Participant deferral / active EE | $10,116 | $5,394+87.5% | $6,247+61.9% | $3,224+213.8% |
| Admin fee / account holder | $60 | $128-53.0% | $9,243-99.3% | $110-45.4% |