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 | $9,585 |
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 | $265,332 | $76,552+246.6% | $123,892+114.2% | $62,891+321.9% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.4pp | 69.3%+18.5pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,019 | $2,883-30.0% | $4,617-56.3% | $2,281-11.5% |
| Participant deferral / active EE | $4,619 | $4,840-4.6% | $5,984-22.8% | $3,203+44.2% |
| Admin fee / account holder | $154 | $4,826-96.8% | $8,357-98.2% | $4,296-96.4% |